CRD: 316722
WPM Wealth Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-07-2021
- Office Locations
- 1
Office Locations
About WPM Wealth Advisors LLC
WPM Wealth Advisors is a Saratoga Springs, NY RIA providing personalized wealth advice with ongoing account reviews and risk/return management for retail private-wealth clients. The team supports portfolio construction and planning needs including financial and estate planning and insurance coordination. Portfolios lean heavily on ETFs and mutual funds, with Schwab as primary custodian. Notably, every advisor has 25+ years in the securities industry.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Manuel NMN Choy
Managing Partner, Wealth Advisor
- CRD
- #4464917
- Ownership
- 50% but less than 75%
WILLIAM PAUL GAMELLO
Chief Compliance Officer, Managing Partner
- CRD
- #1722812
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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SANDY SAU FAN MOI
--
- CRD
- #3070347
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,382,757 | $205,050 |
| Non-Discretionary | $0 | -- |
| Total | $72,382,757 | $205,050 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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