WGI Dm, LLC

RIASEC Registered

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 institutional registered investment adviser organized as an LLC that registered with the SEC in 2025. The firm primarily serves institutional clients and charges fees based on a percentage of assets under management. Its advisory authority spans discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutions or businesses. WGI Dm does not identify as an active ESG investor and is not positioned as a pension consultant or capital allocator.