findmyFA.app
The register of American financial advisors

Home / Firms / Wpm Wealth Advisors LLC

Wpm Wealth Advisors LLC

CRD 316722  ·  Saratoga Springs, NY  ·  $72.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
316722
SEC number
801-122458
Firm type
RIA
Assets under management
$72.4M as of Feb 6, 2026
Website
www.wpmwealthadvisors.com ↗
Phone
518-369-5232
Address
63 Putnam Street, Saratoga Springs, NY, 12866

Advisors at this firm

3 in our index · page 1 of 1

  • Manuel Nmn ChoyCRD 4464917 · Saratoga Springs, NY
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • William Paul GamelloCRD 1722812 · Saratoga Springs, NY
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Sandy Sau Fan MoiCRD 3070347 · Saratoga Springs, NY
    IA RegisteredRegistration inactive
1–3 of 3

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 316722 ↗ FINRA BrokerCheck record for firm CRD 316722 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.