What departments does WMS Advisors, LLC have?

WMS Advisors, LLC has employees across 2 departments including Finance, Operations.

What is the largest department at WMS Advisors, LLC?

The largest department at WMS Advisors, LLC is Finance with 1 employees.

Where are WMS Advisors, LLC employees located globally?

WMS Advisors, LLC has employees across 1 continents and 1 countries including United States Of America.

How has WMS Advisors, LLC's team size changed over time?

WMS Advisors, LLC's team has decreased from approximately 5 to 4 employees based on available data.

WMS Advisors, LLC Employee Directory

Q: Who are WMS Advisors, LLC's key employees and leadership?

WMS Advisors, LLC's key employees include: President: W. W..

Financial ServicesNorth Carolina, United States2-10 Employees

WMS Advisors, LLC operates in the financial services sector as an investment advisory firm with more than four decades of industry experience. It delivers a broad range of services, including investment management and comprehensive financial planning for individuals and small businesses. The firm supports clients in making informed financial decisions by combining asset management with planning services. Its materials are described as informational and not intended as investment advice, and the firm does not provide tax or legal guidance.

Based in Charlotte, North Carolina, WMS Advisors positions itself within the financial services and investment advisory landscape, serving individuals and small businesses seeking guidance on investments and financial planning. As a small firm, it operates with a compact team and emphasizes personalized attention within its service scope. The firm also notes that securities investing involves risk, past performance is not indicative of future results, and there are no guarantees regarding forecasts.

WMS Advisors, LLC Global Highlights

North America
9

United States Of America
9

WMS Advisors, LLC's Leadership

W. W.
President
Mobile Phone
Email
T. M.
Wealth Advisor, Financial Planner, Partner
Mobile Phone
Email
D. K.
Owner
Mobile Phone
Email
S. R.
Operations Manager
Mobile Phone
Email
D. W.
Principal
Mobile Phone
Email
A. S.
Associate Advisor
Mobile Phone
Email
L. W.
Client Service Associate
Mobile Phone
Email

WMS Advisors, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from WMS Advisors, LLC

Name

Title

Contact Info

Location

Last Update

T. M.
Wealth Advisor, Financial Planner, Partner
Mobile Phone
Email
United StatesNorth Carolina
Jun 08, 2026
D. K.
Owner
Mobile Phone
Email
Oct 18, 2024
W. W.
President
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
S. R.
Operations Manager
Mobile Phone
Email
Oct 21, 2024
D. W.
Principal
Mobile Phone
Email
United StatesFlorida
Apr 15, 2026
A. S.
Associate Advisor
Mobile Phone
Email
United StatesMaryland
Dec 23, 2025
L. W.
Client Service Associate
Mobile Phone
Email
United StatesNorth Carolina
May 29, 2026

Frequently Asked Questions

What is WMS Advisors, LLC known for?

WMS Advisors, LLC was founded in 1976 operates in the Financial Services industry. The company's main headquarters is located in 6135 Park South Drive Charlotte, North Carolina 28210 United States; you can contact the main corporate office by phone at

+1-301-294-****

. Explore WMS Advisors, LLC's company overview page for more information.

What is WMS Advisors, LLC's most common email format?

WMS Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WMS Advisors, LLC email formats with LeadIQ.

How many employees does WMS Advisors, LLC have currently?

WMS Advisors, LLC has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are WMS Advisors, LLC's key employees and leadership?

As of June 2026, WMS Advisors, LLC's key employees include:

President: W. W.
Wealth Advisor, Financial Planner, Partner: T. M.
Owner: D. K.
Operations Manager: S. R.
Principal: D. W.

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WMS Advisors, LLC Employee Directory

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