Family Wms, LLC
● SEC registered since 2003CRD 126456SEC# 801-61987Athens, GA
Reg. AUM
$571.6M
Employees
8
Accounts
554
Location
Athens, GA
Family Wms, LLC assets under management
Family Wms, LLC is an SEC-registered investment adviser based in Athens, GA. The firm has been registered since 2003. It reports $571.6 million in regulatory assets under management and employs 8 people.
Family Wms, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Leslie White Allen Control | President, Cio, Chief Compliance Officer | 50-75% | 2003 |
| Scott Alan Shows Control | Chief Financial Officer | 50-75% | 2003 |
| Steven E. House | Director Of Tax | Under 5% | 2004 |
Frequently asked questions
How much does Family Wms, LLC manage?
Family Wms, LLC reports $571.6 million in regulatory assets under management on its Form ADV.
How many employees does Family Wms, LLC have?
Family Wms, LLC reports 8 employees.
Where is Family Wms, LLC located?
Family Wms, LLC is based in Athens, GA and has been SEC-registered since 2003.
Does Family Wms, LLC disclose fund performance?
Family Wms, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 490 N. Milledge Ave, Athens, GA 30601 |
| Phone | 404-961-1051 |
| Fax | 404-961-1054 |
| Office hours | 8:00 a.m. To 7:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$571.6M▼ 2%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$571.6Mregulatory AUM
Discretionary $312.2MNon-discretionary $259.5M