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WMS WEALTH PLANNERS

PITTSBURGH, PA · CRD 305481 · IAPD ↗ · wmswealthplanners.com · 412-781-7100

$314.7MRegulatory AUM
3Advisory reps
6Employees
8Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — WMS WEALTH PLANNERS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — WMS WEALTH PLANNERS notice-filed in NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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