| Name | Title | Ownership | Since |
|---|---|---|---|
| Manuel Nmn Choy Control | Managing Partner | 50-75% | 2021 |
| William Paul Gamello Control | Managing Partner & Chief Compliance Officer | 50-75% | 2021 |
Wpm Wealth Advisors LLC reports $64.4 million in regulatory assets under management on its Form ADV.
Wpm Wealth Advisors LLC reports 3 employees.
Wpm Wealth Advisors LLC is based in Saratoga Springs, NY and has been SEC-registered since 2021.
Wpm Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 63 Putnam Street, Suite 202, Saratoga Springs, NY 12866 |
| Phone | 518-369-5232 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $64.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $64.4M |