WMS ADVISORS, LLC
CRD #122224 SEC #801-109946 CHARLOTTE, NC 301-294-7804
SEC Registered
Total AUM
$221.4M
Discretionary
$125.7M
Employees
5
Clients
26
Accounts
372
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $221.4M | $125.7M | $95.6M | 5 | 10 |
| Mar 2025 | $221.4M | $125.7M | $95.6M | 5 | 10 |
| Jun 2024 | $196.1M | $3.7M | $192.5M | 5 | 10 |
| Feb 2024 | $196.1M | $3.7M | $192.5M | 5 | 10 |
| Jan 2024 | $167.6M | $2.6M | $165M | 5 | 15 |
| Mar 2023 | $167.6M | $2.6M | $165M | 5 | 15 |
| Sep 2022 | $164.7M | $2.5M | $162.2M | 5 | 15 |
| Mar 2022 | $164.7M | $2.5M | $162.2M | 5 | 15 |
| Jun 2021 | $142.4M | $2.3M | $140.1M | 3 | 17 |
| Jun 2021 | $142.4M | $2.3M | $140.1M | 3 | 17 |
| Mar 2021 | $142.4M | $2.3M | $140.1M | 3 | 17 |
| Jun 2020 | $141.6M | $2.2M | $139.4M | 3 | 6 |
| Apr 2020 | $141.6M | $2.2M | $139.4M | 3 | 6 |
| Mar 2020 | $141.6M | $2.2M | $139.4M | 3 | 6 |
| Mar 2019 | $107.5M | $2M | $105.6M | 3 | 5 |
| Mar 2018 | $124.2M | $1.1M | $123.1M | 4 | 0 |
| Mar 2017 | $111.1M | $0 | $111.1M | 3 | 11 |
| Feb 2017 | $111.9M | $0 | $111.9M | 3 | 11 |
| Jan 2017 | $111.9M | $0 | $111.9M | 3 | 11 |
| Jul 2011 | $2.4M | $0 | $2.4M | 10 | -- |
| Mar 2011 | $2.4M | $0 | $2.4M | 10 | -- |
| Feb 2011 | $2.4M | $0 | $2.4M | 10 | -- |
| Jan 2011 | $2.4M | $0 | $2.4M | 10 | -- |
| Nov 2010 | $14.2M | $0 | $14.2M | 10 | -- |
| May 2010 | $14.2M | $0 | $14.2M | 10 | -- |
DateOct 2025
Total AUM$221.4M
Discretionary$125.7M
Non-Disc.$95.6M
Employees5
Clients10
DateMar 2025
Total AUM$221.4M
Discretionary$125.7M
Non-Disc.$95.6M
Employees5
Clients10
DateJun 2024
Total AUM$196.1M
Discretionary$3.7M
Non-Disc.$192.5M
Employees5
Clients10
DateFeb 2024
Total AUM$196.1M
Discretionary$3.7M
Non-Disc.$192.5M
Employees5
Clients10
DateJan 2024
Total AUM$167.6M
Discretionary$2.6M
Non-Disc.$165M
Employees5
Clients15
DateMar 2023
Total AUM$167.6M
Discretionary$2.6M
Non-Disc.$165M
Employees5
Clients15
DateSep 2022
Total AUM$164.7M
Discretionary$2.5M
Non-Disc.$162.2M
Employees5
Clients15
DateMar 2022
Total AUM$164.7M
Discretionary$2.5M
Non-Disc.$162.2M
Employees5
Clients15
DateJun 2021
Total AUM$142.4M
Discretionary$2.3M
Non-Disc.$140.1M
Employees3
Clients17
DateJun 2021
Total AUM$142.4M
Discretionary$2.3M
Non-Disc.$140.1M
Employees3
Clients17
DateMar 2021
Total AUM$142.4M
Discretionary$2.3M
Non-Disc.$140.1M
Employees3
Clients17
DateJun 2020
Total AUM$141.6M
Discretionary$2.2M
Non-Disc.$139.4M
Employees3
Clients6
DateApr 2020
Total AUM$141.6M
Discretionary$2.2M
Non-Disc.$139.4M
Employees3
Clients6
DateMar 2020
Total AUM$141.6M
Discretionary$2.2M
Non-Disc.$139.4M
Employees3
Clients6
DateMar 2019
Total AUM$107.5M
Discretionary$2M
Non-Disc.$105.6M
Employees3
Clients5
DateMar 2018
Total AUM$124.2M
Discretionary$1.1M
Non-Disc.$123.1M
Employees4
Clients0
DateMar 2017
Total AUM$111.1M
Discretionary$0
Non-Disc.$111.1M
Employees3
Clients11
DateFeb 2017
Total AUM$111.9M
Discretionary$0
Non-Disc.$111.9M
Employees3
Clients11
DateJan 2017
Total AUM$111.9M
Discretionary$0
Non-Disc.$111.9M
Employees3
Clients11
DateJul 2011
Total AUM$2.4M
Discretionary$0
Non-Disc.$2.4M
Employees10
Clients--
DateMar 2011
Total AUM$2.4M
Discretionary$0
Non-Disc.$2.4M
Employees10
Clients--
DateFeb 2011
Total AUM$2.4M
Discretionary$0
Non-Disc.$2.4M
Employees10
Clients--
DateJan 2011
Total AUM$2.4M
Discretionary$0
Non-Disc.$2.4M
Employees10
Clients--
DateNov 2010
Total AUM$14.2M
Discretionary$0
Non-Disc.$14.2M
Employees10
Clients--
DateMay 2010
Total AUM$14.2M
Discretionary$0
Non-Disc.$14.2M
Employees10
Clients--