CRD: 126456
Family WMS, LLC
$571.6M Total AUM
$312.2M Disc. AUM
-4.9% 3Y CAGR
8 Employees
61 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-18-2003
- Office Locations
- 2
Office Locations
490 N Milledge Avenue Athens GA
8275 Tournament Drive Suite 155 Memphis TN
About Family WMS, LLC
Family WMS, LLC is a Athens-based RIA with 2 offices. The firm has been operating for 23 years. Managing $571.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
51 AVG AGE
$190.5M AVG AUM / ADVISOR
$9.4M AVG AUM / CLIENT
19.9 yrs AVG TENURE
8 Employees
3 Advisory Reps
3 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
L
LESLIE WHITE ALLEN
Chief Compliance Officer, Chief Investment Officer, Partner, President
- CRD
- #1350568
- Ownership
- 50% but less than 75%
Available
Available
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S
SCOTT ALAN SHOWS
Chief Financial Officer
- CRD
- #4599894
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $312,190,866 | $1,651,804 |
| Non-Discretionary | $259,451,097 | $710,825 |
| Total | $571,641,963 | $1,031,845 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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