# WMS Wealth Planners

WMS Wealth Planners is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** wmswealthplanners.com
- **LinkedIn:** https://www.linkedin.com/company/80486354

## Regulatory record

- **CRD number:** 305481
- **SEC file number:** 801-117711
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305481

## Questions

### Who founded WMS Wealth Planners and who manages the firm?

Available public records do not identify the founder, principals, or investment decision-makers at WMS Wealth Planners. Without a firm brochure, ADV filing details, or website disclosure, leadership structure remains unverified. This is common among smaller advisory practices that have not sought coverage in industry publications or maintained updated regulatory filings in accessible databases.

### Does WMS Wealth Planners disclose its assets under management?

WMS Wealth Planners has not publicly disclosed an AUM figure. Many smaller RIAs are not required to report AUM publicly if they fall below certain regulatory thresholds. The absence of a published number limits external assessment of the firm's scale and institutional relevance.

## Related profiles

- [Curtis Root Investment Services](https://altss.com/profile/curtis-root-investment-services)
- [Alluvial Wealth Management](https://altss.com/profile/alluvial-wealth-management)

---

Last updated: 2026-07-06T01:20:07.745Z

Canonical page: https://altss.com/profile/wms-wealth-planners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology