WMS PARTNERS, LLC
Latest filing: May 08, 2025 (133 days ago)
AUM
$9,338,019
-100% change vs. 1 year ago
-100% change vs. 3 years ago
-100% change vs. 5 years ago
-100% change vs. 10 years ago
Employee Count
0
-100% change vs. 1 year ago
-100% change vs. 3 years ago
-100% change vs. 5 years ago
-100% change vs. 10 years ago
Main Office
TOWSON, MD
1 W. PENNSYLVANIA AVENUE, TOWSON, MD, UNITED STATES, 21204
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $3.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
17 active
| Name | Title |
|---|---|
| CHASE, TIMOTHY, WILLIAM | CHAIRMAN, MEMBER OF BOARD |
| EBY, MARTIN, JOSEPH | MEMBER OF BOARD |
| SPEARGAS, PAUL, A | CO-CHIEF INVESTMENT OFFICER |
| NORFOLK, CHAD, JOSEPH | MEMBER OF BOARD |
| WICKWIRE, TODD, MICHAEL | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER |
| HILL, JEFFREY, LEIGH | MEMBER OF BOARD |
| LOPEZ, BRYAN, MICHAEL | CHIEF FINANCIAL OFFICER |
| CARR, LAURA, MARY | CHIEF OPERATING OFFICER |
| ROBINS, BENJAMIN | MEMBER |
| KANNER, YVONNE, NADINNE | MEMBER |
| CORTEZ, STEVEN, EDWARD | MEMBER |
| ROWE, JOSHUA, F | CO-CHIEF INVESTMENT OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
40 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| SEAN ANDERSON | TOWSON | MD | S65|2023-02-11 | ||||||
| TODD WICKWIRE | TOWSON | MD | S63|1997-01-17|S65|2019-02-07 | ||||||
| HUGH PALMER | TOWSON | MD | S65|2020-08-07 | ||||||
| KAITLIN ZOOK | TOWSON | MD | |||||||
| ZAKIA WEBER | TOWSON | MD | S66|2015-02-16 | ||||||
| HANNAH NEITZKE | TOWSON | MD | S65|2021-03-12 | ||||||
| JOHN FINIGAN | TOWSON | MD | S63|2019-09-04|S66|2020-12-21 | CERTIFIED FINANCIAL PLANNER | |||||
| CHRISTOPHER WALCZAK | TOWSON | MD | CERTIFIED FINANCIAL PLANNER | ||||||
| CHAD NORFOLK | TOWSON | MD | S66|2000-02-21 | CERTIFIED FINANCIAL PLANNER | |||||
| TIMOTHY RILEY | TOWSON | MD | S65|2023-03-29 | ||||||
| CARI ELLIOTT | TOWSON | MD | S65|2023-08-14 | ||||||
| SAMUEL CALLARD | TOWSON | MD | S65|2017-02-06 | ||||||
| MALGORZATA ELASHMAWY | TOWSON | MD | CERTIFIED FINANCIAL PLANNER | ||||||
| JOEL HOUCK | TOWSON | MD | S63|2010-11-12 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| AMELIA HUPPERT | TOWSON | MD | S65|2022-10-01 | ||||||
| ERIC BLAND | TOWSON | MD | CHARTERED FINANCIAL ANALYST | ||||||
| REBECCA STREAMO | TOWSON | MD | S65|2019-07-17 | ||||||
| KELLY NOWOTTNICK | TOWSON | MD | S65|2021-03-20 | ||||||
| DAVID CITRON | TOWSON | MD | S63|1987-05-06|S65|1991-09-13 | CHARTERED FINANCIAL ANALYST | |||||
| PAUL SPEARGAS | TOWSON | MD | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MD, CA-05/21/2009, CO-11/12/2020, CT-11/08/2018, DC-11/24/2014, DE-11/10/2016, FL-04/22/2002, LA-11/18/2013, MA-11/16/2011, MD-03/23/1993, ME-11/03/2022, NC-03/28/2016, ND-10/14/2021, NE-10/14/2021, NH-05/21/2009, NJ-11/22/2011, NY-04/19/2002, OH-11/03/2022, OR-11/03/2022, PA-04/19/2002, SC-11/12/2020, TN-05/22/2009, TX-03/14/2003, VA-04/19/2002 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV