# WMS GROUP LLC

WMS GROUP LLC is an SEC-registered investment adviser.

## Registration

- CRD: 164327
- Type: SEC-registered investment adviser
- SEC file number: 801-135698
- Phone: (985) 809-0530
- Latest filing: 2026-04-07
- Regulatory AUM: $125.3M
- Discretionary AUM: $125.3M
- Clients: 2
- Accounts: 521

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| William Michael Stewart | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164327/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164327/similar
- Related entities: https://search.stillhousedata.com/firm/164327/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164327

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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.