W Advisors LLC
● SEC registered since 2014CRD 168452SEC# 801-78543Germantown, TN
Reg. AUM
$244.9M
Employees
3
Accounts
500
Location
Germantown, TN
W Advisors LLC assets under management
W Advisors LLC is an SEC-registered investment adviser based in Germantown, TN. The firm has been registered since 2014. It reports $244.9 million in regulatory assets under management and employs 3 people.
W Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Cox Control | Chief Compliance Officer | Under 5% | 2018 |
| Robert B Wade Control | Managing Member | Over 75% | 2013 |
Frequently asked questions
How much does W Advisors LLC manage?
W Advisors LLC reports $244.9 million in regulatory assets under management on its Form ADV.
How many employees does W Advisors LLC have?
W Advisors LLC reports 3 employees.
Where is W Advisors LLC located?
W Advisors LLC is based in Germantown, TN and has been SEC-registered since 2014.
Does W Advisors LLC disclose fund performance?
W Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2289 West Street, Germantown, TN 38138 |
| Phone | 901-410-8040 |
| Fax | 800-396-9073 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$244.9M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$244.9Mregulatory AUM
Discretionary $152.1MNon-discretionary $92.8M