W ADVISORS LLC
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
FINTRXOverview
W Advisors LLC is an independent, individual-owned registered investment adviser that became SEC-registered in 2014. The firm serves individual and family clients and combines financial planning, discretionary and non-discretionary portfolio management, and third‑party manager selection. It operates as a registered representative of a broker‑dealer and bills clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. W Advisors identifies itself as a capital allocator but does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities38%
- Cash & Cash Equivalents1%
Contacts
3 of 3Angela Cox
Client Service ManagerCRD 6914573
ROBERT WADE
MemberCRD 2321731
FRANK LOMBARDO
MemberCRD 5192692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$120M in ETFs
86%
$103M
6%
$17.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $13.3M | 117,897 | 11.14% |
Location
GERMANTOWN, TN
SHELBY
Location
GERMANTOWN, TN
Headquartered in GERMANTOWN, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- SHELBY
- Address
- 2289 West St
- Time zone
- CT (UTC-6)
- Office locations
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