WMS WEALTH MANAGEMENT LLC

WMS WEALTH MANAGEMENT LLC of MUKILTEO, WA is an SEC-registered investment adviser (CRD 311372). Regulatory assets under management: $46.8M.

Registration

• CRD: 311372
• Type: Registered investment adviser
• Location: 12189 GREENHAVEN, MUKILTEO, WA, 98275-6062
• Phone: 206-726-1633
• Latest filing: 2026-03-19
• Regulatory AUM: $46.8M
• Discretionary AUM: $46.8M
• Clients: 2
• Accounts: 136

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311372 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search