WM Advisors USA LLC

Overview

WM Advisors USA LLC is a small, individually owned advisory firm that provides portfolio management to individuals and families and selects third‑party managers on clients’ behalf. The firm is a capital allocator: it blends public market exposure—primarily exchange‑traded equities—with targeted allocations to alternative strategies and corporate debt. It charges fees as a percentage of assets under management and operates chiefly on a non‑discretionary basis, meaning clients retain final approval over trades and allocations. WM Advisors USA LLC does not position itself as an active ESG investor. Investment emphasis is equity‑centric, with a notable use of ETFs and listed stocks for core exposure, while alternatives and private placements are used to supplement income, diversify risk and gain access to real assets and energy opportunities. The firm’s advisory activities include direct portfolio management for individuals and small businesses and the selection and oversight of other advisers when outside expertise is needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices