WMW Management, Inc.

Overview

WMW Management, Inc. is an independent, privately owned registered investment adviser organized as a corporation that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients and charges fees based on a percentage of assets under management. It does not position itself as an ESG-focused adviser, multi-state adviser, pension consultant, or capital allocator; its activity is concentrated on discretionary and non-discretionary portfolio management rather than institutional or consulting mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives