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Wms Group LLC

● SEC registered since 2026CRD 164327SEC# 801-135698
Export (members)
Reg. AUM
$125.3M
Employees
2
Accounts
521
Location

Wms Group LLC assets under management

Wms Group LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2026. It reports $125.3 million in regulatory assets under management and employs 2 people.

Wms Group LLC owners & executives

1 reported
NameTitleOwnershipSince
William Michael Stewart ControlManaging Member/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Wms Group LLC manage?

Wms Group LLC reports $125.3 million in regulatory assets under management on its Form ADV.

How many employees does Wms Group LLC have?

Wms Group LLC reports 2 employees.

Does Wms Group LLC disclose fund performance?

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

Contact & registration

Phone(985) 809-0530
Fax866-470-6541
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.3M
Non-discretionary$0
Total (RAUM)$125.3M