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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| CHOY, MANUEL, NMN | I | MANAGING PARTNER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GAMELLO, WILLIAM, PAUL | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Oct 20, 2025 REGISTERED
Notice Filings (6)
CA FL MA NH NY TX
Address
63 PUTNAM STREETSUITE 202
SARATOGA SPRINGS, NY 12866
United States
Phone: 518-369-5232