Wms Advisors, LLC

CRD 122224 · Charlotte, NC · $280.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 122224
SEC number: 801-109946
Firm type: RIA
Assets under management: $280.9M as of Feb 26, 2026
Website: www.linkedin.com/company/wms-advisors-llc ↗
Phone: 301-294-7804
Address: 6135 Park South Drive, Charlotte, NC, 28210

Advisors at this firm

5 in our index · page 1 of 1

Thomas Gaines MaclennanCRD 5364195 · Charlotte, NC

IA RegisteredBroker
Henry Sterling MeadowsCRD 2068114 · Rockville, MD

IA RegisteredRegistration inactive
Timothy Taylor PaschallCRD 2180346 · Gastonia, NC

IA RegisteredRegistration inactive
Alexander SchutzCRD 7224293 · Bethesda, MD

IA RegisteredBroker
David Robert WilliamsCRD 2373815 · Charlotte, NC

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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