W Advisors LLC

RIASEC RegisteredEst. 2014

Total AUM

$245M

Discretionary

$152M

62% of AUM

Avg account

$490K

Accounts

500

Employees

Advisory reps

Firm details

Headquarters: Germantown, Tennessee
CRD number: 168452
Registered since: January 24, 2014
Website: www.wadvisorsllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI90.34%
Individuals9.66%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

W Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2014. The firm is owned by an individual and serves primarily individual and family clients, offering fee models that include a percentage of assets under management, hourly charges, and fixed fees. Services listed on the firm’s ADV emphasize financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and selection of other advisers. The firm also operates as a registered representative of a broker‑dealer and describes itself as a capital allocator to third‑party managers. W Advisors does not market itself as an active ESG investor and is not registered as a multi‑state or pension consultant.