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W Advisors LLC

● SEC registered since 2014CRD 168452SEC# 801-78543Germantown, TN
Export (members)
Reg. AUM
$209.5M
Employees
3
Accounts
475
Location
Germantown, TN

W Advisors LLC assets under management

W Advisors LLC is an SEC-registered investment adviser based in Germantown, TN. The firm has been registered since 2014. It reports $209.5 million in regulatory assets under management and employs 3 people.

W Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Angela Cox ControlChief Compliance OfficerUnder 5%2018
Robert B Wade ControlManaging MemberOver 75%2013

Frequently asked questions

How much does W Advisors LLC manage?

W Advisors LLC reports $209.5 million in regulatory assets under management on its Form ADV.

How many employees does W Advisors LLC have?

W Advisors LLC reports 3 employees.

Where is W Advisors LLC located?

W Advisors LLC is based in Germantown, TN and has been SEC-registered since 2014.

Does W Advisors LLC disclose fund performance?

W Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2289 West Street, Germantown, TN 38138
Phone901-410-8040
Fax800-396-9073
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.4M
Non-discretionary$80.1M
Total (RAUM)$209.5M