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Leslie White Allen

FAMILY WMS, LLC·ATHENS, Georgia
Unclaimed Profile
490 N. MILLEDGE AVE, ATHENS, GA 30601CRD# 1350568Firm CRD# 126456
01

About

Leslie White Allen is a registered financial advisor based in ATHENS, Georgia, affiliated with FAMILY WMS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FAMILY WMS, LLC
FAMILY WMS, LLC
AUM
$585M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FAMILY WMS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1350568
Firm CRD# 126456
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leslie White Allen offer?
Leslie White Allen specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ATHENS, Georgia for a consultation.
What are Leslie White Allen's credentials?
Leslie White Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslie White Allen located?
Leslie White Allen is based in ATHENS, Georgia, working with FAMILY WMS, LLC. Their office serves clients in the ATHENS metropolitan area and surrounding communities.
How does Leslie White Allen charge for services?
Leslie White Allen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAMILY WMS, LLC?
FAMILY WMS, LLC has approximately 8 employees and manages $585M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ATHENS
Joseph William Goetz — ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLCRobert Howard Carson — CARSON ADVISORY, INC.Kelly L Dixon — CANNON FINANCIAL STRATEGISTS, INC.Jeffrey Jon Young — CANNON FINANCIAL STRATEGISTS, INC.Lindsay Shae Elwood — ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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