WMS Partners

Q: What is WMS Partners's company size?

Wms partners has 51 - 200 people working.

Investment Management

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

WMS Partners was founded in 1993 as a family office and an alternative for families to traditional financial-services firmsindependent, transparent, and aligned with clients interests. Today, WMS is bringing the benefits of a family office to a wider circle of families. As The Open Family Office, WMS helps you handle all aspects of your financial life through sophisticated advice on: Wealth planning Investing Family legacy Our advisors serve as your fiduciaries and financial stewards, so your family can focus on the important things in life beyond money. WMS At A Glance Privately owned, fee-only, fiduciary advisor Founded 1993 Focused solely on advising individuals and families Clients in more than 30 states $5.41 billion AUM as of 9/30/2022* *SEE OUR DISCLOSURES at WMS-PARTNERS.COM/DISCLOSURE Why Choose WMS OPEN Planning and Investing Expertise We employ an open approach, partnering with our clients accountants, attorneys and other advisors, and selecting th...

Contact Information

Towson , Maryland , United States

wms-partners.com

WMS Partners Org Chart

WMS Partners

(Investment Management)

51 - 200

Todd Wickwire

Chief Executive Officer

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Employees

Total Employees:
42

Top Contacts:
4

C-Level 1	VP - Level2
Director-	Manager1
Others41

Employees Working At WMS Partners

Todd Wickwire

Chief Executive Officer

Laura Carr

Chief Operating Officer

Joel Houck

Chief Operating Officer Investments Senior Financial Advisor

Chad Norfolk

Shareholder Managing Director and Senior Advisor

Michael Mele

Portfolio Manager

WMS Partners Email Formats

Structure	Email Format
<f><last>@	Smith@wms-partners.com

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Towson, MD	communication, share, data management, measurement, sharepoint
Build & Release	Towson, MD	communication, share, data management, measurement, sharepoint
CRM Implementation	Towson, MD	communication, share, data management, measurement, sharepoint
Digital Transformation	Towson, MD	communication, share, data management, measurement, sharepoint
Microsoft Technologies	Towson, MD	communication, share, data management, measurement, sharepoint

Trigger

Tech Stack Used By WMS Partners

A quick view of products employed by WMS Partners

Director

Excel

Microsoft office

Microsoft office 365

Office 365

List of technologies used by WMS Partners

Client service

Collaboration

Communication

Compliance

Customer service

Languages Used By WMS Partners

OS Used By WMS Partners

Jobs at WMS Partners

Hiring 2024-01-12 07:53:40

Private Investment Summer Intern

Towson, MD

*This internship will run June through mid-August, on-site in our Towson, MD office.* All intere...

Frequently Asked Questions About WMS Partners

What does Wms partners do?+

What is Wms partners's industry? +

Wms partners operates in the Investment management industry.

What is Wms partners's revenue? +

Wms partners's revenue is 11m - 100m

What is Wms partners's company size? +

Wms partners has 51 - 200 employees.

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