# WMS WEALTH MANAGEMENT LLC

WMS WEALTH MANAGEMENT LLC of MUKILTEO, WA is an SEC-registered investment adviser.

## Registration

- CRD: 311372
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311372/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311372/similar
- Related entities: https://search.stillhousedata.com/firm/311372/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311372

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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.