WMD ASSET MANAGEMENT, LLC

PONTE VEDRA BEACH, Florida·3 registered advisors·CRD# 156424
SEC# 801-724091904-683-4950
01

Firm Overview

AUM
$299M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Retirement PlanningWealth Management
04

Advisors at WMD ASSET MANAGEMENT, LLC

3 registered advisors
Dennis Edward Carlton
PONTE VEDRA BEACH, Florida
Michael Dean Thomas
JACKSONVILLE, Florida
William Matthew Daugherty
PONTE VEDRA BEACH, Florida
05

Office Locations

PONTE VEDRA BEACH, Florida
2 advisors
JACKSONVILLE, Florida
1 advisor

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Data sourced from SEC Form ADV filings. WMD ASSET MANAGEMENT, LLC (CRD# 156424) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.