WPM WEALTH ADVISORS LLC
CRD #316722 SEC #801-122458 SARATOGA SPRINGS, NY 518-369-5232
SEC Registered Disclosures
Total AUM
$64.4M
Discretionary
$64.4M
Employees
3
Clients
--
Accounts
328
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $64.4M | $64.4M | $0 | 3 | 0 |
| May 2025 | $64.4M | $64.4M | $0 | 3 | 0 |
| Feb 2025 | $64.4M | $64.4M | $0 | 3 | 0 |
| Mar 2024 | $54.3M | $54.3M | $0 | 3 | 0 |
| Dec 2023 | $40.8M | $40.8M | $0 | 3 | 0 |
| Jun 2023 | $40.8M | $40.8M | $0 | 3 | 0 |
| Feb 2023 | $40.8M | $40.8M | $0 | 2 | 0 |
| Feb 2023 | $40.8M | $40.8M | $0 | 2 | 0 |
| Dec 2022 | $49.4M | $49.4M | $0 | 2 | 0 |
| Oct 2022 | $49.4M | $49.4M | $0 | 2 | 0 |
| Mar 2022 | $49.4M | $49.4M | $0 | 2 | 0 |
| Jan 2022 | $51.6M | $51.6M | $0 | 2 | 0 |
| Oct 2021 | $0 | $0 | $0 | 2 | 0 |
| Sep 2021 | $0 | $0 | $0 | 2 | 0 |
| Sep 2021 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$54.3M
Discretionary$54.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$40.8M
Discretionary$40.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$40.8M
Discretionary$40.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$40.8M
Discretionary$40.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$40.8M
Discretionary$40.8M
Non-Disc.$0
Employees2
Clients0
DateDec 2022
Total AUM$49.4M
Discretionary$49.4M
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$49.4M
Discretionary$49.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$49.4M
Discretionary$49.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$51.6M
Discretionary$51.6M
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0