← Tributary

WM PARTNERS, LP

AVENTURA, FL · CRD 235788 · IAPD ↗ · wmplp.com · (754) 260-6500

$1.02BRegulatory AUM
9Advisory reps
24Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2024 — WM PARTNERS, LP crossed $1B in regulatory AUM ($855.3M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.