WM PARTNERS, LP

AVENTURA, Florida·1 registered advisor·CRD# 235788
SEC# 801-1003370(754) 260-6500
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at WM PARTNERS, LP

1 registered advisor
Jose Biton
AVENTURA, Florida
05

Office Locations

AVENTURA, Florida
1 advisor

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Data sourced from SEC Form ADV filings. WM PARTNERS, LP (CRD# 235788) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.