WMS PARTNERS, LLC
CRD #109971 SEC #801-46692 TOWSON, MD 410-337-7575
SEC Registered Private Funds
Total AUM
$9.3M
Discretionary
$9.3M
Employees
0
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $9.3M | $9.3M | $0 | 0 | 0 |
| May 2025 | $9.3M | $9.3M | $0 | 0 | 0 |
| Apr 2025 | $9.3M | $9.3M | $0 | 0 | 0 |
| Feb 2025 | $8.5M | $8.5M | $0 | 0 | 0 |
| Apr 2024 | $5.7B | $3.3B | $2.4B | 79 | 0 |
| Mar 2024 | $5.7B | $3.3B | $2.4B | 79 | 0 |
| Aug 2023 | $5.2B | $3.5B | $1.7B | 86 | 0 |
| Apr 2023 | $5.2B | $3.5B | $1.7B | 86 | 0 |
| Mar 2023 | $5.2B | $3.5B | $1.7B | 86 | 0 |
| Nov 2022 | $5.7B | $4.1B | $1.6B | 76 | 0 |
| Aug 2022 | $5.7B | $4.1B | $1.6B | 76 | 0 |
| Mar 2022 | $5.7B | $4.1B | $1.6B | 76 | 0 |
| Oct 2021 | $4.4B | $3.1B | $1.2B | 65 | 0 |
| Mar 2021 | $4.4B | $3.1B | $1.2B | 65 | 0 |
| Nov 2020 | $4B | $2.8B | $1.2B | 63 | 0 |
| Jun 2020 | $4B | $2.8B | $1.2B | 63 | 0 |
| Jun 2020 | $4B | $2.8B | $1.2B | 63 | 0 |
| Mar 2020 | $4B | $2.8B | $1.2B | 63 | 0 |
| Feb 2020 | $3.7B | $2.6B | $1.1B | 51 | 0 |
| Nov 2019 | $3.7B | $2.6B | $1.1B | 51 | 0 |
| Mar 2019 | $3.7B | $2.6B | $1.1B | 51 | 0 |
| Mar 2019 | $3.7B | $2.6B | $1.1B | 57 | 0 |
| Nov 2018 | $4.1B | $3B | $1.1B | 57 | 0 |
| Mar 2018 | $4.1B | $3B | $1.1B | 57 | 0 |
| Sep 2017 | $3.9B | $2.7B | $1.2B | 50 | 500 |
| Apr 2017 | $3.4B | $2.4B | $1B | 50 | 500 |
| Mar 2017 | $3.4B | $2.4B | $1B | 50 | 500 |
| Mar 2017 | $2.9B | $2B | $856.1M | 48 | 400 |
| Jan 2017 | $2.9B | $2B | $856.1M | 48 | 400 |
| Nov 2016 | $2.9B | $2B | $856.1M | 48 | 400 |
| Mar 2016 | $2.9B | $2B | $856.1M | 48 | 400 |
| Dec 2015 | $2.7B | $2B | $753.7M | 44 | 400 |
| Jul 2015 | $2.7B | $2B | $753.7M | 44 | 400 |
| Mar 2015 | $2.7B | $2B | $753.7M | 44 | 400 |
| Nov 2014 | $2.5B | $1.8B | $720.1M | 43 | 400 |
| Mar 2014 | $2.5B | $1.8B | $720.1M | 43 | 400 |
| Nov 2013 | $2.3B | $1.6B | $693.1M | 40 | 400 |
| Oct 2013 | $2.3B | $1.6B | $693.1M | 40 | 400 |
| Apr 2013 | $2.3B | $1.6B | $693.1M | 40 | 400 |
| Dec 2012 | $1.6B | $1B | $581.8M | 36 | 400 |
| Jul 2012 | $1.6B | $1B | $581.8M | 11 | 400 |
| Mar 2012 | $1.6B | $1B | $581.8M | 11 | 400 |
| Nov 2011 | $1.5B | $859.2M | $638.3M | 11 | 251 |
| Mar 2011 | $1.5B | $859.2M | $638.3M | -- | -- |
| Nov 2010 | $1.2B | $771M | $475.6M | -- | -- |
| Mar 2009 | $764.1M | $450.6M | $313.5M | -- | -- |
| Mar 2008 | $885M | $885M | $0 | -- | -- |
| Mar 2007 | $339.5M | $334.1M | $5.4M | -- | -- |
| Feb 2006 | $308.9M | $303.6M | $5.4M | 10 | -- |
| Dec 2005 | $222.5M | $216.7M | $5.8M | 10 | -- |
| Nov 2005 | $222.5M | $216.7M | $5.8M | 10 | -- |
| Apr 2002 | $225M | $90M | $135M | 10 | -- |
DateJun 2025
Total AUM$9.3M
Discretionary$9.3M
Non-Disc.$0
Employees0
Clients0
DateMay 2025
Total AUM$9.3M
Discretionary$9.3M
Non-Disc.$0
Employees0
Clients0
DateApr 2025
Total AUM$9.3M
Discretionary$9.3M
Non-Disc.$0
Employees0
Clients0
DateFeb 2025
Total AUM$8.5M
Discretionary$8.5M
Non-Disc.$0
Employees0
Clients0
DateApr 2024
Total AUM$5.7B
Discretionary$3.3B
Non-Disc.$2.4B
Employees79
Clients0
DateMar 2024
Total AUM$5.7B
Discretionary$3.3B
Non-Disc.$2.4B
Employees79
Clients0
DateAug 2023
Total AUM$5.2B
Discretionary$3.5B
Non-Disc.$1.7B
Employees86
Clients0
DateApr 2023
Total AUM$5.2B
Discretionary$3.5B
Non-Disc.$1.7B
Employees86
Clients0
DateMar 2023
Total AUM$5.2B
Discretionary$3.5B
Non-Disc.$1.7B
Employees86
Clients0
DateNov 2022
Total AUM$5.7B
Discretionary$4.1B
Non-Disc.$1.6B
Employees76
Clients0
DateAug 2022
Total AUM$5.7B
Discretionary$4.1B
Non-Disc.$1.6B
Employees76
Clients0
DateMar 2022
Total AUM$5.7B
Discretionary$4.1B
Non-Disc.$1.6B
Employees76
Clients0
DateOct 2021
Total AUM$4.4B
Discretionary$3.1B
Non-Disc.$1.2B
Employees65
Clients0
DateMar 2021
Total AUM$4.4B
Discretionary$3.1B
Non-Disc.$1.2B
Employees65
Clients0
DateNov 2020
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.2B
Employees63
Clients0
DateJun 2020
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.2B
Employees63
Clients0
DateJun 2020
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.2B
Employees63
Clients0
DateMar 2020
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.2B
Employees63
Clients0
DateFeb 2020
Total AUM$3.7B
Discretionary$2.6B
Non-Disc.$1.1B
Employees51
Clients0
DateNov 2019
Total AUM$3.7B
Discretionary$2.6B
Non-Disc.$1.1B
Employees51
Clients0
DateMar 2019
Total AUM$3.7B
Discretionary$2.6B
Non-Disc.$1.1B
Employees51
Clients0
DateMar 2019
Total AUM$3.7B
Discretionary$2.6B
Non-Disc.$1.1B
Employees57
Clients0
DateNov 2018
Total AUM$4.1B
Discretionary$3B
Non-Disc.$1.1B
Employees57
Clients0
DateMar 2018
Total AUM$4.1B
Discretionary$3B
Non-Disc.$1.1B
Employees57
Clients0
DateSep 2017
Total AUM$3.9B
Discretionary$2.7B
Non-Disc.$1.2B
Employees50
Clients500
DateApr 2017
Total AUM$3.4B
Discretionary$2.4B
Non-Disc.$1B
Employees50
Clients500
DateMar 2017
Total AUM$3.4B
Discretionary$2.4B
Non-Disc.$1B
Employees50
Clients500
DateMar 2017
Total AUM$2.9B
Discretionary$2B
Non-Disc.$856.1M
Employees48
Clients400
DateJan 2017
Total AUM$2.9B
Discretionary$2B
Non-Disc.$856.1M
Employees48
Clients400
DateNov 2016
Total AUM$2.9B
Discretionary$2B
Non-Disc.$856.1M
Employees48
Clients400
DateMar 2016
Total AUM$2.9B
Discretionary$2B
Non-Disc.$856.1M
Employees48
Clients400
DateDec 2015
Total AUM$2.7B
Discretionary$2B
Non-Disc.$753.7M
Employees44
Clients400
DateJul 2015
Total AUM$2.7B
Discretionary$2B
Non-Disc.$753.7M
Employees44
Clients400
DateMar 2015
Total AUM$2.7B
Discretionary$2B
Non-Disc.$753.7M
Employees44
Clients400
DateNov 2014
Total AUM$2.5B
Discretionary$1.8B
Non-Disc.$720.1M
Employees43
Clients400
DateMar 2014
Total AUM$2.5B
Discretionary$1.8B
Non-Disc.$720.1M
Employees43
Clients400
DateNov 2013
Total AUM$2.3B
Discretionary$1.6B
Non-Disc.$693.1M
Employees40
Clients400
DateOct 2013
Total AUM$2.3B
Discretionary$1.6B
Non-Disc.$693.1M
Employees40
Clients400
DateApr 2013
Total AUM$2.3B
Discretionary$1.6B
Non-Disc.$693.1M
Employees40
Clients400
DateDec 2012
Total AUM$1.6B
Discretionary$1B
Non-Disc.$581.8M
Employees36
Clients400
DateJul 2012
Total AUM$1.6B
Discretionary$1B
Non-Disc.$581.8M
Employees11
Clients400
DateMar 2012
Total AUM$1.6B
Discretionary$1B
Non-Disc.$581.8M
Employees11
Clients400
DateNov 2011
Total AUM$1.5B
Discretionary$859.2M
Non-Disc.$638.3M
Employees11
Clients251
DateMar 2011
Total AUM$1.5B
Discretionary$859.2M
Non-Disc.$638.3M
Employees--
Clients--
DateNov 2010
Total AUM$1.2B
Discretionary$771M
Non-Disc.$475.6M
Employees--
Clients--
DateMar 2009
Total AUM$764.1M
Discretionary$450.6M
Non-Disc.$313.5M
Employees--
Clients--
DateMar 2008
Total AUM$885M
Discretionary$885M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$339.5M
Discretionary$334.1M
Non-Disc.$5.4M
Employees--
Clients--
DateFeb 2006
Total AUM$308.9M
Discretionary$303.6M
Non-Disc.$5.4M
Employees10
Clients--
DateDec 2005
Total AUM$222.5M
Discretionary$216.7M
Non-Disc.$5.8M
Employees10
Clients--
DateNov 2005
Total AUM$222.5M
Discretionary$216.7M
Non-Disc.$5.8M
Employees10
Clients--
DateApr 2002
Total AUM$225M
Discretionary$90M
Non-Disc.$135M
Employees10
Clients--