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- Custodian
- Altruist · Trade-PMR · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-05-2017
- Office Locations
- 1
Office Locations
About THE W & W Group LLC
The W & W Group LLC is a Rockville, MD wealth management firm serving retail clients with financial planning, investment planning, and insurance support, including retirement and legacy/estate considerations. Their content highlights guidance for small business owners and families navigating caregiving, with attention to minority and gender-specific retirement questions. Portfolios primarily use public funds and ETFs; custody includes Altruist.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
WESLEY EDWARD WATKIS
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #2688488
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000,610 | -- |
| Non-Discretionary | $4,224,774 | -- |
| Total | $29,225,384 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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