WMS PARTNERS, LLC
other names
- WMS PARTNERS, LLC
- WEALTH MANAGEMENT SERVICES LLC
Adviser Profile
| As of Date | 03/31/2026 |
| ADV Location | TOWSON, MD, United States |
| Adviser Type | |
| Number of Employees | |
| of those in investment advisory functions | |
| Registration | Maryland, Approved, 08/04/2025 |
|
|
|
| Former registrations | |
| AUM* | 8,009,267 |
| of that, discretionary | 8,009,267 |
| Private Fund GAV* | 5,512,787 |
| Avg Account Size | 2,002,317 |
| SMA’s | No |
| Private Funds | 4 |
| Contact Info | 410 xxxxxxx |
| Websites |
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name SC&H ATTEST SERVICES, P.C. | Filing Date01/27/2026 | Form ADV-E View Report |
| Accounting Firm Name SCH GROUP | Filing Date10/22/2024 | Form ADV-E View Report |
| Accounting Firm Name SCH GROUP | Filing Date01/26/2024 | Form ADV-E View Report |
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeReal Estate Fund | Count1 | GAV$4,102,705 |
| Fund TypeOther Private Fund | Count3 | GAV$1,410,082 |
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker000000000 | Stock Name | $ Position$ | % Position | $ Change0.00% | # Change0.00% |