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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-20-2013
- Office Locations
- 2
Office Locations
About W Advisors LLC
W Advisors LLC is a Tennessee-based RIA providing personalized financial planning for families and individuals, with broader support for entrepreneurs around tax, estate, charitable, college, and business-succession planning. The firm combines planning with ongoing portfolio construction and asset management, commonly using ETFs and index-based funds alongside mutual funds and fixed income. Custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT B WADE
Financial Advisor, Managing Member
- CRD
- #2321731
- Ownership
- 75% or more
Angela Cox
Chief Compliance Officer, CLIENT SERVICE MANAGER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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FRANK LAWRENCE LOMBARDO III
--
- CRD
- #5192692
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,129,401 | $426,133 |
| Non-Discretionary | $92,760,360 | $648,674 |
| Total | $244,889,761 | $489,780 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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