Wmk Investment Partners
Wmk Investment Partners is an SEC-registered ria with $211.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wmk Investment Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309832, SEC 801-134962, data through 2026-04-21.
- AUM (assets under management / regulatory AUM)
- $211.0M (2026-04-21)
- Firm type
- Ria
- Employees
- 5
- Clients
- 21
- CRD
- 309832
- Ownership
- Knowles, William, Edward; WMKI HOLDINGS LLC
How much AUM does Wmk Investment Partners have?
Wmk Investment Partners reported $211.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-21).
Who owns Wmk Investment Partners?
Disclosed owners and executives of Wmk Investment Partners include Knowles, William, Edward, WMKI HOLDINGS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.