WMS Partners, LLC Employee Directory

Q: What is WMS Partners, LLC known for?

WMS Partners, LLC was founded in 1993. WMS Partners, LLC operates in the Investment Management industry.

Q: How many employees does WMS Partners, LLC have currently?

WMS Partners, LLC has approximately 31 employees.

Investment ManagementMaryland, United States11-50 Employees

In January 2025, WMS Partners became part of HB Wealth. 

Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country’s largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 11 offices across five states, managing over $25 billion for individuals, families, and institutions. 

With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com.

Find WMS Partners, LLC employees' phone numbers or email addresses

WMS Partners, LLC Global Highlights

North America
80

United States Of America
80

Asia
3

Kazakhstan
1
India
1
Japan
1

South America
2

Brazil
2

Africa
1

South Africa
1

Europe
1

Cyprus
1

WMS Partners, LLC's Leadership

T. M. W.
Chief Executive Officer
Mobile Phone
Email
D. T.
President
Mobile Phone
Email
B. K.
Partner
Mobile Phone
Email
L. U.
Partner And Senior Consultant
Mobile Phone
Email
J. H.
Partner
Mobile Phone
Email
N. F.
Partner, Portfolio Manager
Mobile Phone
Email
E. B.
Shareholder, Director Of Portfolio Management
Mobile Phone
Email
D. A.
Controller
Mobile Phone
Email

WMS Partners, LLC Employee Metrics

100%

50%

0%

2026

2025

Finance
Operations
Analytics
Accounting
Administrative
Other
Information Technology
Legal
Banking
Business
Community & Social Services

Contact profiles from WMS Partners, LLC

Name

Title

Contact Info

Location

Last Update

H. P.
Financial Planning Associate
Mobile Phone
Email
UNITED STATES
Oct 21, 2024
J. R.
Service Associate
Mobile Phone
Email
Oct 21, 2024
K. C.
Client Advisor
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
M. L.
Advisory Analyst
Mobile Phone
Email
United StatesMaryland
Oct 22, 2024
M. T.
Investment Operations Associate
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
R. E.
Financial Advisor And Planner
Mobile Phone
Email
Oct 16, 2024
S. B.
Financial Planning Intern
Mobile Phone
Email
United States
Apr 23, 2025
S. J.
Client Services Administrator
Mobile Phone
Email
United StatesMaryland
Nov 05, 2024
T. G.
Client Onboarding Coordinator
Mobile Phone
Email
United StatesMaryland
Feb 05, 2025
T. G.
Operations Analyst
Mobile Phone
Email
United StatesMaryland
Oct 16, 2024

Frequently Asked Questions

What is WMS Partners, LLC known for?

WMS Partners, LLC was founded in 1993 operates in the Investment Management industry. The company's main headquarters is located in 1 West Pennsylvania Avenue Suite 800 Towson, Maryland 21204 United States; you can contact the main corporate office by phone at

+1-410-337-****

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

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

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

How many employees does WMS Partners, LLC have currently?

WMS Partners, LLC has approximately 31 employees as of February 2026. These team members are located across 5 continents, including North AmericaAsiaSouth America.

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

As of February 2026, WMS Partners, LLC's key employees include:

Chief Executive Officer: T. M. W.
President: D. T.
Partner: B. K.
Partner And Senior Consultant: L. U.
Partner: J. H.

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