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- Custodian
- Charles Schwab & Company · JP Morgan · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-28-2023
- Office Locations
- 3
Office Locations
About WM Advisors USA LLC
WM Advisors provides multi-family office services for high-net-worth families, individuals, and institutions, building bespoke portfolios across public markets, derivatives, and alternatives including private real estate, private credit, and private equity funds. The firm also offers a direct-underwriting alternative investments platform and Addepar-based reporting, administration, and cost-efficient back-office support. Based in Pinecrest, FL.
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Owner & Executives
CESAR EDUARDO MIRANDA
Chief Compliance Officer, MANAGING DIRECTOR, Managing Partner, PRINCIPAL
- CRD
- #5934973
- Ownership
- 50% but less than 75%
ALEXIS HENRI WEILL
--
- CRD
- #4973722
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ENRIQUE ROBERTO WALSH
--
- CRD
- #6830890
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $31,367,190 | -- |
| Total | $31,367,190 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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