# The W & W Group LLC

> The W & W Group LLC is a state-registered investment advisory firm in Rockville, MD, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 286334
- Filed as: THE W & W GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rockville, MD
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286334
- AdvisorCensus page: https://advisorcensus.com/firm/the-w-and-w-group-llc-rockville-md-286334

## Quick answers

**How is The W & W Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The W & W Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The W & W Group LLC located?**
The W & W Group LLC's principal office is in Rockville, MD, according to its Form ADV.

**Is The W & W Group LLC registered with the SEC or a state?**
The W & W Group LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286334.

**How much does The W & W Group LLC manage?**
The W & W Group LLC reports $29,225,384 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (86% discretionary).

**What types of clients does The W & W Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (343); high net worth individuals (10).

**Does The W & W Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286334

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $29,225,384
- Discretionary: $25,000,610
- Non-discretionary: $4,224,774

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 343 | $21,682,449 |
| High net worth individuals | 10 | $7,542,935 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DC, GA, LA, MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thewandwgroup.com
- Facebook @W-W-Group-LLC-910318129176274
- LinkedIn @wesley-watkis-25943b1
- X @wwatkis

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The W & W Group LLC (CRD 286334): Form ADV filing data as of October 2026.