W
$46.8M Total AUM
$46.8M Disc. AUM
-- 3Y CAGR
2 Employees
136 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-11-2020
- Office Locations
- 1
Office Locations
12189 Greenhaven Suite 108 Mukilteo WA
About WMS Wealth Management LLC
WMS Wealth Management LLC is a Mukilteo-based RIA. The firm has been operating for 5 years. Managing $46.8M in total assets under management, with 2 advisory representatives. They custody assets with Axos.
Team overview
-- AVG AGE
$23.4M AVG AUM / ADVISOR
$344.5K AVG AUM / CLIENT
4.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
Candace K Swayne
ADVISOR, Owner
- CRD
- #4272082
- Ownership
- 75% or more
Available
Available
Available
W
William M Swayne
DIRECTOR, Financial Advisor
- CRD
- #4616158
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,847,340 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,847,340 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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