WPM WEALTH ADVISORS LLC

WPM WEALTH ADVISORS LLC of SARATOGA SPRINGS, NY is an SEC-registered investment adviser (CRD 316722). Regulatory assets under management: $72.4M. This firm reports disciplinary history on Form ADV.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

NameRoleLocation
William Paul GamelloMANAGING PARTNER & CHIEF COMPLIANCE OFFICER
Manuel Nmn ChoyMANAGING PARTNER
GAMELLO WILLIAM PAULMANAGING PARTNER & CHIEF COMPLIANCE OFFICER
CHOY MANUEL NMNMANAGING PARTNER

Disclosures (4)

InitiatedTypeAllegationsStatusAmount
regulatory

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