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Bryan Michael Lopez

WMS Partners, LLC

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About Bryan Michael Lopez

Bryan Michael Lopez is a financial advisor registered with the state of Maryland. Bryan has been in the financial services industry since June 2004 and is affiliated with WMS Partners, LLC. Bryan is a Chartered Financial Analyst and holds a Series 65 license. Bryan specializes in portfolio management for pooled investment vehicles.

Firm Information

Bryan Lopez is currently registered with WMS Partners, LLC. 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.

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Bryan Lopez’s Registration & Firm History

MD

08/24/2011 - Present

WMS Partners, LLC (TOWSON MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Michael Lopez.
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