WM ADVISORS USA LLC

WM ADVISORS USA LLC is an SEC-registered investment adviser (CRD 323133). Regulatory assets under management: $31.4M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

Officers, owners & control persons (5)

NameRoleLocation
SCHWARTZ DAVID MARCSOLE MEMBER
RIERA JUAN CARLOSCHIEF COMPLIANCE OFFICER
CALERO JOSE NADERPRINCIPAL & PORTFOLIO MANAGER
MIRANDA CESAR EDUARDOMANAGING DIRECTOR / PRINCIPAL /CCO
WEILL ALEXISMEMBER

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