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WPM WEALTH ADVISORS LLC

SARATOGA SPRINGS, NY · CRD 316722 · IAPD ↗ · wpmwealthadvisors.com · 518-369-5232

$72.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
6States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
March 2026 — WPM WEALTH ADVISORS LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
April 2024 — WPM WEALTH ADVISORS LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — WPM WEALTH ADVISORS LLC reported RAUM up 33% ($40.8M -> $54.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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