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William Paul Gamello

WPM WEALTH ADVISORS LLC·SARATOGA SPRINGS, New York
Unclaimed Profile
63 PUTNAM STREET, SARATOGA SPRINGS, NY 12866CRD# 1722812Firm CRD# 316722
01

About

William Paul Gamello is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with WPM WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WPM WEALTH ADVISORS LLC
WPM WEALTH ADVISORS LLC
AUM
$54M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WPM WEALTH ADVISORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1722812
Firm CRD# 316722
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Paul Gamello offer?
William Paul Gamello specializes in Investment Management, Fee-Only Advisory. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are William Paul Gamello's credentials?
William Paul Gamello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Paul Gamello located?
William Paul Gamello is based in SARATOGA SPRINGS, New York, working with WPM WEALTH ADVISORS LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.
How does William Paul Gamello charge for services?
William Paul Gamello'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 WPM WEALTH ADVISORS LLC?
WPM WEALTH ADVISORS LLC has approximately 3 employees and manages $54M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SARATOGA SPRINGS
Manuel Nmn Choy — WPM WEALTH ADVISORS LLCLouis Robert Malikow — SARATOGA WEALTH ADVISORS, LLCJesse Oak George — SHADE TREE ADVISORS LLCJames Franklin Minich — MINICHMACGREGOR WEALTH MANAGEMENT, LLCAdam David Mc Neill — THE MCNEILL FINANCIAL GROUP, LLC
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Research
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