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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-11-2006
- Office Locations
- 4
Office Locations
About WMS Advisors, LLC
WMS Advisors is an independent, fee-based financial planning and investment advisory firm with 35+ years of industry experience. Serving individuals, families, small businesses, and nonprofits nationwide, the team delivers customized plans and model-driven portfolios with institutional-quality, globally diversified allocations tailored to risk, liquidity needs, and socially conscious preferences. Offices in Charlotte and Gastonia, NC, and Rockville, MD.
Team overview
Insights
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS GAINES MACLENNAN
Chief Compliance Officer, Managing Member
- CRD
- #5364195
- Ownership
- Less than 5%
David Robert Williams
Financial Advisor, General Partner, Investment Adviser Representative
- CRD
- #2373815
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Henry Sterling Meadows
Financial Advisor, General Partner
- CRD
- #2068114
Thomas C Moss
Financial Advisor
- CRD
- #844872
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,239,876 | $666,417 |
| Non-Discretionary | $31,684,725 | $856,344 |
| Total | $280,924,601 | $683,515 |
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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 |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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