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WMS WEALTH MANAGEMENT LLC
CRD 311372
12189 GREENHAVEN, SUITE 108, MUKILTEO, WA, 98275-6062, United States
Phone
206-726-1633
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$46.8M
Discretionary AUM
$46.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $29.0M |
| High net worth individuals | 52 | $17.8M |
Official SEC filing: View on IAPD