WM Advisors USA LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WM Advisors USA LLC provides portfolio management and related financial planning and consulting services to high‑net‑worth individuals, corporations, and other business entities. The firm offers both discretionary and non‑discretionary management, may recommend third‑party money managers, and generally applies an account minimum of $100,000 (waivable in the firm’s discretion).
The firm selects model portfolios after gathering suitability information and monitors and rebalances accounts on an ongoing basis, using a mix of fundamental, technical and cyclical analysis and a range of instruments including long‑ and short‑term trades, options, margin and short sales when appropriate. WM Advisors USA commonly implements client relationships on a non‑discretionary basis, requiring client approval before executing transactions and noting operational limits such as not combining multiple orders for the same security in non‑discretionary accounts.
Compared with many supported firms, WM Advisors USA is notable for its focus on high‑net‑worth and institutional clients rather than non‑HNW retail individuals and for operating with predominantly non‑discretionary assets under management. The firm also discloses the potential to enter performance‑based fee arrangements for qualified investors, conducts quarterly monitoring of recommended third‑party managers, and maintains affiliations and dual‑employment arrangements within the WM Advisors network that can influence referrals and oversight.
Client services
Expertise
Fee options
Minimum fee of $1,000 per year for consulting services, fees are fixed and negotiable.
$0 - $2,999,999: 1.25% $3,000,000 - $5,999,999: 1.15% $6,000,000 - $9,999,999: 1.05% $10,000,000 - $14,999,999: 0.95% $15,000,000 - $19,999,999: 0.85% $20,000,000 - $29,999,999: 0.75% $30,000,000 - $49,999,999: 0.65% $50,000,000 - $99,999,999: 0.55% $100,000,000+: 0.45%
Performance fee up to 20% of gains per quarter for qualified clients with at least $1,100,000 AUM or $2,200,000 net worth.
Account minimum: $100,000
Main office
Miami FL
Advisors at this office
3
Most active in
Florida
Also doing business as
Highlands Investment Management · Highlands Investment Management LLC · Wm Advisors LLC · Wm Advisors Usa 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.
Forms ADV
Advisors at this firm
Cesar M
Series 63, Series 65
Miami, FL
WM Advisors USA LLC
Cesar Miranda is an advisor at WM Advisors USA LLC with Series 63 and Series 65 credentials and two years of industry experience. He has worked previously at Highlands Investment Management LLC, VC, and Dadoo & Asociados. He is also a managing partner at WM Advisors, an independent investment advisor based in Miami, FL. WM Advisors USA LLC provides portfolio management and financial planning services primarily to high-net-worth individuals, corporations, and other business entities. The firm focuses on non-discretionary management using a combination of fundamental, technical, and cyclical analysis, employing diverse instruments and monitoring portfolios on an ongoing basis.
Alexis W
Series 65
Miami, FL
WM Advisors USA LLC
Alexis Weill is a financial advisor with WM Advisors USA LLC, holding a Series 65 credential and one year of industry experience. Prior to joining WM Advisors USA LLC, Alexis has served in leadership roles at WMA Holdings Inc. and WMA S.A. de C.V., both investment advisory firms based in Central America. Outside of advisory work, Alexis is involved in various boards and strategic committees of non-investment related businesses in El Salvador. WM Advisors USA LLC provides portfolio management and financial planning services primarily to high-net-worth individuals, corporations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis and typically manages relationships on a non-discretionary basis.
Enrique W
Series 63, Series 66
Miami, FL
WM Advisors USA LLC
Enrique Walsh is a financial advisor with WM Advisors USA LLC, holding Series 63 and Series 66 designations and six years of industry experience. His career includes roles at Woodrock Securities, L.P., and WMA Holdings, Inc., as well as a period at Rice University. WM Advisors USA LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and institutional clients. The firm employs a mix of fundamental, technical, and cyclical analysis across various instruments and generally manages assets on a non-discretionary basis.
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