WSC & COMPANY, LLC
CHARLOTTE, NC · CRD 289138 · IAPD ↗ · wscandcompany.com · 704-408-9943
$320.4MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
53
March 2025 — WSC & COMPANY, LLC reported RAUM up 54% ($203.8M -> $313.3M).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.