A complete list of active advisors currently associated with W Advisors LLC
Warmer can help you find a great advisor at W Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at W Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
Germantown, TN
| 19
| |
Germantown, TN
| 22
|
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