WMK Investment Partners

Overview

WMK Investment Partners LLC is an SEC-registered investment adviser organized as a limited liability company. The firm serves both high-net-worth individuals and families as well as institutional clients, providing discretionary portfolio management services for individuals, small businesses, and business or institutional accounts. Ownership is listed as a combination of a domestic entity and an individual. Compensation includes a traditional percentage-of-assets-under-management fee and arrangements that allow for performance-based fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or affiliated adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives