W ADVISORS LLC

GERMANTOWN, Tennessee·3 registered advisors·CRD# 168452
SEC# 801-785430901-410-8040
01

Firm Overview

AUM
$186M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at W ADVISORS LLC

3 registered advisors
Angela Cox
GERMANTOWN, Tennessee
Robert B Wade
GERMANTOWN, Tennessee
William Henry French Iii
MEMPHIS, Tennessee
05

Office Locations

GERMANTOWN, Tennessee
2 advisors
MEMPHIS, Tennessee
1 advisor

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Data sourced from SEC Form ADV filings. W ADVISORS LLC (CRD# 168452) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.