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WM PARTNERS, LP
WM PARTNERS, LP
AVENTURA, Florida
·
7 registered advisors
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CRD# 235788
SEC# 801-100337
0
(754) 260-6500
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
7
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
7 registered advisors
Alejandro Esteban Weinstein
DANIA BEACH, Florida
CRD# 6709010
Alejandro Weinstein
AVENTURA, Florida
CRD# 6502290
Anthony Christopher Robinson
DANIA BEACH, Florida
CRD# 4616152
Ernesto Carrizosa
AVENTURA, Florida
CRD# 6502299
Guido Panzera
AVENTURA, Florida
CRD# 6694677
Jose Biton
AVENTURA, Florida
CRD# 4605856
Jose Minski
AVENTURA, Florida
CRD# 6502277
05
Office Locations
AVENTURA, Florida
5 advisors
DANIA BEACH, Florida
2 advisors
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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
.