WPM WEALTH ADVISORS LLC
Adviser information for WPM WEALTH ADVISORS LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 309 | $54.3M |
| Non-Discretionary | 0 | $0 |
| Total | 309 | $54.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 118 | $18.8M |
| HNW Individuals | 39 | $35.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 54.3M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| WPM WEALTH ADVISORS LLC WRAP FEE PROGRAM | WPM WEALTH ADVISORS LLC |
Identifiers
| SEC RIA File Number | 801-122458 |
|---|---|
| SEC ERA File Number | 801-122458 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 316722 |
| Legal Entity Identifier | None |
Principal Office
63 PUTNAM STREETSUITE 202
SARATOGA SPRINGS
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 518-369-5232, Fax: N/A
Websites
Chief Compliance Officer
WILLIAM PAUL GAMELLO
MANAGING PARTNER & CHIEF COMPLIANCE OFFICER
63 PUTNAM STREET
SUITE 202
SARATOGA SPRINGS
NY
United States
Tel:
518-369-5232
Fax:
N/A
W*******@********************M
(Full email address available in API data)
Regulatory Contact
MANUEL CHOY
MANAGING PARTNER
63 PUTNAM STREET
SUITE 202
SARATOGA SPRINGS
NY
United States
Tel:
518-339-2340
Fax:
N/A
M****@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GAMELLO, WILLIAM, PAUL | Individual | – | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | 08/2021 | 50-75% |
| CHOY, MANUEL, NMN | Individual | – | MANAGING PARTNER | 08/2021 | 50-75% |