# WM ADVISORS USA LLC

WM ADVISORS USA LLC is an SEC-registered investment adviser.

## Registration

- CRD: 323133
- Type: SEC-registered investment adviser
- SEC file number: 801-126861
- Phone: 786 910-6009
- Latest filing: 2026-03-25
- Regulatory AUM: $31.4M
- Non-discretionary AUM: $31.4M
- Clients: 3
- Accounts: 45

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| SCHWARTZ DAVID MARC | SOLE MEMBER | — |
| RIERA JUAN CARLOS | CHIEF COMPLIANCE OFFICER | — |
| CALERO JOSE NADER | PRINCIPAL & PORTFOLIO MANAGER | — |
| MIRANDA CESAR EDUARDO | MANAGING DIRECTOR / PRINCIPAL /CCO | — |
| WEILL ALEXIS | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323133/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323133/similar
- Related entities: https://search.stillhousedata.com/firm/323133/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323133

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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.