$125.3M Total AUM
$125.3M Disc. AUM
-- 3Y CAGR
2 Employees
252 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-28-2012
- Office Locations
- 1
Office Locations
-- Folsom LA
About WMS Group LLC
WMS Group LLC is a fiduciary wealth management firm providing holistic financial management, including retirement plan and 401(k) rollover guidance, tax navigation, and ongoing portfolio management. The firm emphasizes cost-efficient implementation and fee transparency; public filings indicate portfolios are heavily ETF-based. Primary custody includes Charles Schwab, supporting streamlined trading and reporting.
Team overview
27 AVG AGE
$62.6M AVG AUM / ADVISOR
$497.1K AVG AUM / CLIENT
10.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
WILLIAM MICHAEL STEWART
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2231632
- Ownership
- 75% or more
Available
Available
Available
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A
Andrew Michael Stewart
Financial Advisor
- CRD
- #7205788
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,258,865 | $240,420 |
| Non-Discretionary | $0 | -- |
| Total | $125,258,865 | $240,420 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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