A complete list of active advisors currently associated with Family WMS, LLC

Warmer can help you find a great advisor at Family WMS, LLC or one who fits your needs even better.

Family WMS, LLC provides investment advisory and portfolio management services to individuals and high‑net‑worth clients, offering both discretionary and non‑discretionary arrangements and including financial planning at no additional charge. The firm also provides a suite of accounting and administrative services—bookkeeping, tax return preparation, payroll tax administration, consolidated financial reporting, and bill‑pay assistance—bundled under its portfolio management fee. In managing assets, Family WMS typically allocates among asset classes and selects third‑party money managers, relying on model portfolios from sub‑advisers and retaining the discretion to hire or terminate those sub‑advisers without prior client approval. The firm does not perform quantitative or qualitative analysis of individual securities and manages cash using the custodian’s exclusive money‑market sweep; it also stresses that tax efficiency is not its primary management consideration and recommends clients consult tax professionals. According to its brochure, Family WMS manages $571,641,963 in client assets while serving 61 clients with three advisors, producing a relatively high assets‑per‑client ratio compared with many team firms. It also discloses operational practices that distinguish it from peers—most notably the inclusion of comprehensive accounting services in advisory fees and a stated policy not to aggregate trades for execution—which can affect trade execution and pricing across client accounts.

To learn more about the advisors currently working at Family WMS, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.