FAMILY WMS, LLC

Overview

Family Wms, LLC operates as an independent registered investment adviser focused on serving individuals and families. The firm combines financial planning with discretionary and non‑discretionary portfolio management, and it acts as a capital allocator — meaning it builds client programs that can include direct portfolio management and the selection and oversight of outside advisers and managers. The firm charges fees as a percentage of assets under management and does not identify as an active ESG investor. Investment activity centers on publicly traded equities and pooled funds, delivered through models and separately managed accounts. Business services listed include portfolio management for individuals, small businesses and institutions, plus selection of other advisers — indicating a blended approach that mixes in‑house management with curated third‑party manager relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices