Wpm Wealth Advisors LLC
● SEC registered since 2021CRD 316722SEC# 801-122458Saratoga Springs, NY
Reg. AUM
$72.4M
Employees
3
Accounts
353
Location
Saratoga Springs, NY
Wpm Wealth Advisors LLC assets under management
Wpm Wealth Advisors LLC operates as an SEC-registered investment adviser based in Saratoga Springs, NY. The firm has been registered since 2021. It reports $72.4 million in regulatory assets under management and employs 3 people.
Wpm Wealth Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Manuel Nmn Choy Control | Managing Partner | 50-75% | 2021 |
| William Paul Gamello Control | Managing Partner & Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Wpm Wealth Advisors LLC manage?
Wpm Wealth Advisors LLC reports $72.4 million in regulatory assets under management on its Form ADV.
How many employees does Wpm Wealth Advisors LLC have?
Wpm Wealth Advisors LLC reports 3 employees.
Where is Wpm Wealth Advisors LLC located?
Wpm Wealth Advisors LLC is based in Saratoga Springs, NY and has been SEC-registered since 2021.
Does Wpm Wealth Advisors LLC disclose fund performance?
Wpm Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 63 Putnam Street, Suite 202, Saratoga Springs, NY 12866 |
| Phone | 518-369-5232 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$72.4M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$72.4Mregulatory AUM
Discretionary $72.4M