W
$211.0M Total AUM
$194.9M Disc. AUM
-- 3Y CAGR
5 Employees
21 ADV. Clients
5 yrs Firm Age
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- Custodian
- Assetmark · BNY Mellon · Capital Group · Charles Schwab & Company · Interactive Brokers · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-27-2020
- Office Locations
- 3
Office Locations
250 Fillmore ST Suite 150 Denver CO
471 S. Gilpin St. Denver CO
-- Denver CO
About WMK Investment Partners
WMK Investment Partners is a Denver-based RIA with 3 offices. The firm has been operating for 5 years. Managing $211.0M in total assets under management, with 4 advisory representatives. They custody assets with Assetmark and BNY Mellon.
Team overview
-- AVG AGE
$52.8M AVG AUM / ADVISOR
$10.0M AVG AUM / CLIENT
2.1 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
William Edward Knowles
Chief Compliance Officer, Founder
- CRD
- #7269555
- Ownership
- Less than 5%
Available
Available
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Showing 1 of 1 owners & executives
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K
KEVIN STUART ALPERT
--
- CRD
- #5830380
Available
Available
Available
P
PATRICIA ANN MARIE GALLAGHER
--
- CRD
- #7279439
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $194,947,310 | $4,430,621 |
| Non-Discretionary | $16,072,507 | $618,173 |
| Total | $211,019,817 | $3,014,569 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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