WGI DM, LLC

RIASEC RegisteredEst. 2025

Total AUM

$7.8B

Discretionary

$7.8B

100% of AUM

Avg account

$236M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 334219
Registered since: January 21, 2025
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Charitable Organizations26.79%
Pooled Investment Vehicles21.77%
State / Municipal Government20.3%
Pension & Profit Sharing Plans10.81%
Other9.35%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

WGI Dm, LLC is an SEC-registered investment adviser (registered in 2025) that manages multi-hundred million to multi-billion dollar portfolios with a clear tilt toward equities. The firm operates primarily as an institutional manager, offering portfolio management across separately managed accounts and pooled vehicles, and also provides portfolio services for businesses and smaller individual clients. Its fee model is percentage-of-AUM, aligning compensation with asset growth. Investment activity shows a concentrated equity orientation: exchange-traded equities are the dominant allocation within the firm’s SMA business. WGI Dm runs pooled vehicles alongside SMA strategies, indicating an ability to scale similar investment approaches across account types. The firm is not an active ESG investor and is not positioned as a pension consultant or capital allocator.