| Name | Title | Ownership | Since |
|---|---|---|---|
| Leslie White Allen Control | President, Cio, Chief Compliance Officer | 50-75% | 2003 |
| Scott Alan Shows Control | Chief Financial Officer | 50-75% | 2003 |
| Steven E. House | Director Of Tax | Under 5% | 2004 |
Family Wms, LLC reports $581.4 million in regulatory assets under management on its Form ADV.
Family Wms, LLC reports 8 employees.
Family Wms, LLC is based in Athens, GA and has been SEC-registered since 2003.
Family Wms, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 490 N. Milledge Ave, Athens, GA 30601 |
| Phone | 404-961-1051 |
| Fax | 404-961-1054 |
| Office hours | 8:00 a.m. To 7:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $329.7M |
| Non-discretionary | $251.7M |
| Total (RAUM) | $581.4M |