# WMS PARTNERS, LLC

WMS PARTNERS, LLC of TOWSON, MD is an SEC-registered investment adviser.

## Registration

- CRD: 109971
- Type: SEC-registered investment adviser
- SEC file number: 801-46692
- Location: 1 W. PENNSYLVANIA AVENUE, TOWSON, MD, 21204
- Phone: 410-337-7575
- Latest filing: 2026-04-27
- Regulatory AUM: $6.1M
- Discretionary AUM: $6.1M
- Accounts: 1

## Business model

- Compensation: % of AUM
- Clients served: Investment cos

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| Chad Joseph Norfolk | MEMBER OF BOARD | TOWSON, MD |
| Martin Joseph Eby | MEMBER OF BOARD | TOWSON, MD |
| Jeffrey Leigh Hill | MEMBER OF BOARD | TOWSON, MD |
| Bryan Michael Lopez | CHIEF COMPLIANCE OFFICER, MEMBER OF BOARD | TOWSON, MD |
| Todd Michael Wickwire | MEMBER | TOWSON, MD |
| Paul A Speargas | MEMBER OF BOARD | — |
| NORFOLK CHAD JOSEPH | CHIEF ADVISORY OFFICER; CHIEF ADVISORY OFFICER & MEMBER OF EXECUTIVE COMMITTEE; CHIEF OPERATIONS OFFICER (+2 more) | — |
| CHASE TIMOTHY WILLIAM | CHAIRMAN, MEMBER OF BOARD; CHAIRMAN, MEMBER OF EXECUTIVE COMMITTEE; CHIEF COMPLIANCE OFFICER (+6 more) | — |
| EBY MARTIN JOSEPH | MEMBER OF BOARD; MEMBER OF EXECUTIVE COMMITTEE; PARTNER (+1 more) | — |
| CITRON DAVID MARK | PARTNER; PRINCIPAL | — |
| VAIN JEFFREY BRIAN | CHIEF FINANCIAL OFFICER; FINANCIAL PLANNER | — |
| MCMANUS JEROME SMITH | CHIEF OPERATIONS OFFICER | — |
| BRUNS WILLIAM FRANCIS | OPERATIONS MANAGER | — |
| CARR LAURA MARY | CHIEF ADVISORY OFFICER; CHIEF OPERATING OFFICER | — |
| CORTEZ STEVEN EDWARD | MEMBER | — |
| KANNER YVONNE NADINNE | MEMBER | — |
| ERHARTIC STEVEN THOMAS | SENIOR INVESTMENT MANAGER | — |
| KILLEBREW ROBERT STERLING | PARTNER; PRINCIPAL | — |
| LOPEZ ROY MICHAEL | CHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER | — |
| KESSENICH PACE ROY | PRESIDENT; PRESIDENT & CEO | — |
| BERITELA SAM A | CHIEF FINANCIAL OFFICER | — |
| SPEARGAS PAUL A | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & MEMBER OF EXECUTIVE COMMITTEE; CO-CHIEF INVESTMENT OFFICER | — |
| WICKWIRE TODD MICHAEL | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| HILL JEFFREY LEIGH | MEMBER OF BOARD; MEMBER OF EXECUTIVE COMMITTEE | — |
| Lamari Paul David | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109971/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109971/similar
- Related entities: https://search.stillhousedata.com/firm/109971/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109971

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.