Wpm Wealth Advisors LLC
Wpm Wealth Advisors LLC is an SEC-registered mass-market adviser in Saratoga Springs, NY with $72.4M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Wpm Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316722, SEC 801-122458, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $72.4M (2026-02-06)
- Firm type
- Mass-Market Adviser
- Location
- Saratoga Springs, NY
- Employees
- 3
- Clients
- 353
- CRD
- 316722
- Ownership
- GAMELLO, WILLIAM, PAUL; CHOY, MANUEL, NMN
How much AUM does Wpm Wealth Advisors LLC have?
Wpm Wealth Advisors LLC reported $72.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Wpm Wealth Advisors LLC?
Disclosed owners and executives of Wpm Wealth Advisors LLC include GAMELLO, WILLIAM, PAUL, CHOY, MANUEL, NMN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.