W Advisors LLC

W Advisors LLC provides comprehensive portfolio management, financial planning and consulting, and access to separately managed accounts for individuals, high‑net‑worth clients, trusts, estates and business entities. The firm manages roughly $244.9 million across about 95 client relationships and offers both discretionary and non‑discretionary advisory arrangements.

The firm combines fundamental, technical and cyclical analysis and employs long‑term, short‑term and active trading strategies, with client accounts reviewed at least quarterly and the ability for clients to place reasonable investment restrictions within comprehensive management. For SMAs, W Advisors sources and monitors third‑party managers through Schwab’s Managed Account Select, Access and Marketplace programs and integrates those manager selections into its ongoing oversight.

Noteworthy and less common among peers, some supervised persons are registered representatives of Purshe Kaplan Sterling Investments, Inc. and may sell commissionable securities, a practice the brochure identifies as creating a potential conflict of interest. The firm also discloses that it may recommend or permit the use of margin/borrowing in client brokerage and separately managed accounts, and it offers an unusually broad set of planning and consulting services (including tax analysis, cost segregation, pension consulting and lines‑of‑credit evaluations) alongside investment management.