$27.5M Total AUM
$17.9M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
28 yrs Firm Age
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- Custodian
- RBC ยท Stonex
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
722 W Shepard Lane Suite 103 Farmington UT
About WMW Management, Inc.
WMW Management, Inc. is a Farmington-based RIA. The firm has been operating for 28 years. Managing $27.5M in total assets under management, with 1 advisory representatives. They custody assets with RBC and Stonex.
Team overview
-- AVG AGE
$27.5M AVG AUM / ADVISOR
$416.6K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHRISTOPHER MACK WATKINS
Chief Compliance Officer, DIRECTOR, President
- CRD
- #2376887
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,860,700 | -- |
| Non-Discretionary | $9,637,838 | -- |
| Total | $27,498,538 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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