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WMS Partners, LLC

Headquartered in TOWSON, MD

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Firm Information

WMS Partners, LLC is an investment adviser based in TOWSON, MD, with approximately $8.46 million in regulatory assets under management. They provide portfolio management for pooled investment vehicles and offer bill pay services. Their website addresses are: https://www.youtube.com/channel/UCyv2vCt8zSPD1ASHSl0yOwQ, HTTPS://WWW.WMSFAMILYOFFICE.COM, HTTP://WWW.WMS-PARTNERS.COM/, and HTTPS://WWW.LINKEDIN.COM/COMPANY/WMS-PARTNERS/.

WMS Partners, LLC

1 W. PENNSYLVANIA AVENUE

TOWSON, MD 21204

$8.46M

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (6)

WMS PARTNERS, LLC has a total of 6 branch locations across the country.
location

Long Boat Key, FL

location

TOWSON, MD

location

Kyle, TX

location

Holly Springs, NC

location

ATLANTA, GA

location

Towson, MD

Advisors at WMS Partners, LLC

View All 34 Advisors
Unclaimed
Paul A Speargas

CFA®, RA

TOWSON, MD

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Unclaimed
David Mark Citron

CFA®, RA

TOWSON, MD

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Unclaimed
Samuel Porter Callard

RA

TOWSON, MD

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Unclaimed
Steven Austin Main

RA

TOWSON, MD

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Unclaimed
Lisa Antoinette Edwards

CFP®, CFA®, RA

TOWSON, MD

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Unclaimed
Robert Sterling Killebrew

RA

TOWSON, MD

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Unclaimed
Nathan Richardson Allen

RA

TOWSON, MD

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Unclaimed
Bryan Michael Lopez

CFA®, RA

TOWSON, MD

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Disclosures

There are no public disclosures for WMS Partners, LLC.

Frequently Asked Questions (10)

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