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W ADVISORS LLC

dba W ADVISORS LLC · CRD 168452 · Registered Investment Adviser

W ADVISORS LLC is a Registered Investment Adviser headquartered in GERMANTOWN, TN. The firm reports $244,889,761 in regulatory assets under management across 500 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$152,129,401
Non-discretionary$92,760,360
Total RAUM$244,889,761
Accounts500

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 168452. adviserinfo.sec.gov/firm/summary/168452.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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