WM PARTNERS, LP
CRD #235788 SEC #801-100337 AVENTURA, FL (754) 260-6500
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.2B
Employees
24
Clients
--
Accounts
13
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.2B | $1.2B | $0 | 24 | 0 |
| Mar 2025 | $1.2B | $1.2B | $0 | 24 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 20 | 0 |
| Mar 2023 | $855.3M | $855.3M | $0 | 17 | 0 |
| Mar 2022 | $709.5M | $709.5M | $0 | 18 | 0 |
| Mar 2021 | $270.5M | $270.5M | $0 | 17 | 0 |
| Mar 2020 | $262.8M | $262.8M | $0 | 10 | 0 |
| Mar 2019 | $243.8M | $243.8M | $0 | 8 | 0 |
| Mar 2018 | $607M | $607M | $0 | 9 | 0 |
| Mar 2017 | $342.9M | $342.9M | $0 | 11 | 1 |
| Dec 2016 | $303.1M | $303.1M | $0 | 11 | 1 |
| Mar 2016 | $163.1M | $163.1M | $0 | 12 | 1 |
| Nov 2015 | $100M | $100M | $0 | 9 | 0 |
| Oct 2015 | $100M | $100M | $0 | 9 | 0 |
DateOct 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees24
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees24
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$855.3M
Discretionary$855.3M
Non-Disc.$0
Employees17
Clients0
DateMar 2022
Total AUM$709.5M
Discretionary$709.5M
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$270.5M
Discretionary$270.5M
Non-Disc.$0
Employees17
Clients0
DateMar 2020
Total AUM$262.8M
Discretionary$262.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$243.8M
Discretionary$243.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$607M
Discretionary$607M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$342.9M
Discretionary$342.9M
Non-Disc.$0
Employees11
Clients1
DateDec 2016
Total AUM$303.1M
Discretionary$303.1M
Non-Disc.$0
Employees11
Clients1
DateMar 2016
Total AUM$163.1M
Discretionary$163.1M
Non-Disc.$0
Employees12
Clients1
DateNov 2015
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees9
Clients0
DateOct 2015
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees9
Clients0