FAMILY WMS, LLC
CRD #126456 SEC #801-61987 ATHENS, GA 404-961-1051
SEC Registered
Total AUM
$581.4M
Discretionary
$329.7M
Employees
8
Clients
25
Accounts
570
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $581.4M | $329.7M | $251.7M | 8 | 0 |
| Dec 2024 | $585.4M | $320.8M | $264.5M | 8 | 0 |
| Feb 2024 | $585.4M | $320.8M | $264.5M | 8 | 0 |
| Feb 2023 | $665.2M | $324M | $341.3M | 8 | 0 |
| Dec 2022 | $779.1M | $392.1M | $387M | 8 | 0 |
| Sep 2022 | $779.1M | $392.1M | $387M | 8 | 0 |
| Feb 2022 | $779.1M | $392.1M | $387M | 8 | 0 |
| Mar 2021 | $688.8M | $465.3M | $223.5M | 5 | 9 |
| Jun 2020 | $652.6M | $536.8M | $115.9M | 5 | 0 |
| Feb 2020 | $652.6M | $536.8M | $115.9M | 5 | 0 |
| Jul 2019 | $512.9M | $416.1M | $96.8M | 5 | 0 |
| Mar 2019 | $512.9M | $416.1M | $96.8M | 5 | 0 |
| Apr 2018 | $524.6M | $409M | $115.6M | 5 | 0 |
| Mar 2018 | $524.6M | $409M | $115.6M | 5 | 0 |
| Mar 2017 | $522.1M | $402.5M | $119.6M | 5 | 26 |
| Feb 2016 | $450.1M | $387.2M | $62.9M | 5 | 26 |
| Feb 2015 | $401.1M | $343.3M | $57.8M | 5 | 26 |
| Mar 2014 | $389.4M | $327.8M | $61.7M | 5 | 26 |
| Feb 2013 | $360.5M | $299.6M | $60.9M | 5 | 26 |
| Jan 2012 | $351.9M | $309.3M | $42.6M | 6 | 26 |
| Feb 2011 | $416.9M | $416.9M | $0 | 10 | -- |
| Feb 2011 | $416.9M | $0 | $416.9M | 10 | -- |
| Jan 2010 | $288.3M | $0 | $288.3M | 10 | -- |
| Mar 2009 | $263.5M | $263.5M | $0 | 10 | -- |
| Mar 2008 | $345.3M | $345.3M | $0 | 10 | -- |
| Aug 2007 | $334.6M | $0 | $334.6M | 10 | -- |
| Mar 2007 | $334.6M | $0 | $334.6M | 10 | -- |
| Dec 2005 | $375M | $0 | $375M | 10 | -- |
| Sep 2005 | $375M | $0 | $375M | 10 | -- |
| Feb 2005 | $375M | $0 | $375M | 10 | -- |
| Jun 2004 | $211M | $0 | $211M | 10 | -- |
| Mar 2004 | $211M | $0 | $211M | 10 | -- |
DateFeb 2025
Total AUM$581.4M
Discretionary$329.7M
Non-Disc.$251.7M
Employees8
Clients0
DateDec 2024
Total AUM$585.4M
Discretionary$320.8M
Non-Disc.$264.5M
Employees8
Clients0
DateFeb 2024
Total AUM$585.4M
Discretionary$320.8M
Non-Disc.$264.5M
Employees8
Clients0
DateFeb 2023
Total AUM$665.2M
Discretionary$324M
Non-Disc.$341.3M
Employees8
Clients0
DateDec 2022
Total AUM$779.1M
Discretionary$392.1M
Non-Disc.$387M
Employees8
Clients0
DateSep 2022
Total AUM$779.1M
Discretionary$392.1M
Non-Disc.$387M
Employees8
Clients0
DateFeb 2022
Total AUM$779.1M
Discretionary$392.1M
Non-Disc.$387M
Employees8
Clients0
DateMar 2021
Total AUM$688.8M
Discretionary$465.3M
Non-Disc.$223.5M
Employees5
Clients9
DateJun 2020
Total AUM$652.6M
Discretionary$536.8M
Non-Disc.$115.9M
Employees5
Clients0
DateFeb 2020
Total AUM$652.6M
Discretionary$536.8M
Non-Disc.$115.9M
Employees5
Clients0
DateJul 2019
Total AUM$512.9M
Discretionary$416.1M
Non-Disc.$96.8M
Employees5
Clients0
DateMar 2019
Total AUM$512.9M
Discretionary$416.1M
Non-Disc.$96.8M
Employees5
Clients0
DateApr 2018
Total AUM$524.6M
Discretionary$409M
Non-Disc.$115.6M
Employees5
Clients0
DateMar 2018
Total AUM$524.6M
Discretionary$409M
Non-Disc.$115.6M
Employees5
Clients0
DateMar 2017
Total AUM$522.1M
Discretionary$402.5M
Non-Disc.$119.6M
Employees5
Clients26
DateFeb 2016
Total AUM$450.1M
Discretionary$387.2M
Non-Disc.$62.9M
Employees5
Clients26
DateFeb 2015
Total AUM$401.1M
Discretionary$343.3M
Non-Disc.$57.8M
Employees5
Clients26
DateMar 2014
Total AUM$389.4M
Discretionary$327.8M
Non-Disc.$61.7M
Employees5
Clients26
DateFeb 2013
Total AUM$360.5M
Discretionary$299.6M
Non-Disc.$60.9M
Employees5
Clients26
DateJan 2012
Total AUM$351.9M
Discretionary$309.3M
Non-Disc.$42.6M
Employees6
Clients26
DateFeb 2011
Total AUM$416.9M
Discretionary$416.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$416.9M
Discretionary$0
Non-Disc.$416.9M
Employees10
Clients--
DateJan 2010
Total AUM$288.3M
Discretionary$0
Non-Disc.$288.3M
Employees10
Clients--
DateMar 2009
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$345.3M
Discretionary$345.3M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$334.6M
Discretionary$0
Non-Disc.$334.6M
Employees10
Clients--
DateMar 2007
Total AUM$334.6M
Discretionary$0
Non-Disc.$334.6M
Employees10
Clients--
DateDec 2005
Total AUM$375M
Discretionary$0
Non-Disc.$375M
Employees10
Clients--
DateSep 2005
Total AUM$375M
Discretionary$0
Non-Disc.$375M
Employees10
Clients--
DateFeb 2005
Total AUM$375M
Discretionary$0
Non-Disc.$375M
Employees10
Clients--
DateJun 2004
Total AUM$211M
Discretionary$0
Non-Disc.$211M
Employees10
Clients--
DateMar 2004
Total AUM$211M
Discretionary$0
Non-Disc.$211M
Employees10
Clients--