W Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
W Advisors LLC serves individuals (including high net worth clients), as well as trusts, estates, and other business entities, working with about 95 clients and managing roughly $244.9 million in assets. The firm offers comprehensive portfolio management, financial planning and consulting, and access to separately managed account strategies through the Schwab Managed Account Program.
The firm gathers client financial information through one or more meetings, provides written financial plans when engaged, and reviews managed accounts at least quarterly with periodic rebalancing or adjustments as needed. It implements strategies using ETFs, mutual funds, individual securities and a range of trading horizons (long‑term, short‑term, trading) and also recommends third‑party money managers through Schwab while generally providing oversight rather than day‑to‑day trading.
Noteworthy details from the brochure include that certain supervised persons are registered representatives of Purshe Kaplan Sterling Investments, Inc. and may accept commissions for securities sales, a practice the firm discloses as a potential conflict of interest. The firm also discloses the use of borrowing/margin in client accounts, including within separately managed account arrangements, and participation in multiple Schwab program options (Select, Access, Marketplace) with associated layered fees and Schwab‑provided services that benefit the firm.
Client services
Expertise
Fee options
Flat fees generally range from $1,500 to $10,000, negotiable
Maximum 1.25% annually (negotiable, paid quarterly in advance based on account value)
Registered representatives may accept commissions from sale of securities including trail fees from mutual funds
$350 per hour
Fee-only: Hourly fee $350; Flat fees range from $1,500 to $10,000 (both negotiable)
Main office
2289 West Street
Germantown TN 38138
Advisors at this office
2
Most active in
Florida · Louisiana · Mississippi · Tennessee · Texas
Also doing business as
W Advisors LLC · W Wealth Advisory Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Frank L
Series 66
Germantown, TN
W Advisors LLC
Frank Lombardo III is a financial advisor at W Advisors LLC in Germantown, Tennessee, holding a Series 66 designation with 19 years of industry experience. He has been with W Advisors LLC and Purshe Kaplan Sterling Investments since 2013. W Advisors LLC serves individuals, including high net worth clients, as well as trusts, estates, and business entities, managing approximately $244.9 million in assets. The firm provides portfolio management, financial planning, and consulting services, utilizing a variety of investment strategies and offering access to separately managed account programs through Schwab.
Robert W
Series 63, Series 65
Germantown, TN
W Advisors LLC
Robert Wade is a financial advisor at W Advisors LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with W Advisors since 2013. Outside of his advisory role, Wade manages a farming operation producing rice, beans, and wheat. W Advisors LLC serves individuals—including high net worth clients—as well as trusts, estates, and other business entities, managing approximately $244.9 million in assets for about 95 clients. The firm provides comprehensive portfolio management, financial planning, and access to separately managed account strategies through Schwab, utilizing a range of investment vehicles and periodic account reviews.
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