# WPM WEALTH ADVISORS LLC

> FINRA firm 316722 · ACTIVE · **⚠ HAS DISCLOSURE EVENTS** · SARATOGA SPRINGS, NY

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 316722
- **Firm name:** WPM WEALTH ADVISORS LLC
- **Other names:** WCM WEALTH ADVISORS LLC, WPM WEALTH ADVISORS LLC
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-122458
- **Branches:** 2
- **Has disclosure events:** YES
- **Headquarters:** SARATOGA SPRINGS, NY, 12866, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/316722

## Citation

> FINRA BrokerCheck, firm 316722 (WPM WEALTH ADVISORS LLC). Retrieved via AI Analytics 2026-06-24 from https://api.ai-analytics.org/broker/316722.

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