{
  "crd_number": 168452,
  "slug": "w-advisors-llc-germantown-tn-168452",
  "primary_business_name": "W ADVISORS LLC",
  "legal_name": "W ADVISORS LLC",
  "dbas": [],
  "city": "Germantown",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "32820",
  "metro": {
    "cbsa_code": "32820",
    "common_name": "Memphis",
    "msa_name": "Memphis, TN-MS-AR",
    "path": "/advisors/tn/memphis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-01-24",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-09-14",
  "carried_forward": false,
  "raum_total": 244889761.0,
  "raum_discretionary": 152129401.0,
  "raum_non_discretionary": 92760360.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 23663037.0,
      "count": 68
    },
    "high_net_worth_individuals": {
      "raum": 221226724.0,
      "count": 27
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "MS",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/W-ADVISORS-LLC-751970544946719",
    "https://instagram.com/wadvisorsllc?hl=en",
    "https://linkedin.com/COMPANY/W-ADVISORS-LLC",
    "https://twitter.com/advisorsw",
    "https://wadvisorsllc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168452",
  "city_as_filed": "GERMANTOWN",
  "url": "https://advisorcensus.com/firm/w-advisors-llc-germantown-tn-168452",
  "display_name": "W Advisors LLC",
  "summary": "W Advisors LLC is an SEC-registered investment advisory firm in Germantown, TN, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.",
  "citation": "AdvisorCensus. W Advisors LLC (CRD 168452): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is W Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), W Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is W Advisors LLC located?",
      "a": "W Advisors LLC's principal office is in Germantown, TN, according to its Form ADV."
    },
    {
      "q": "Is W Advisors LLC registered with the SEC or a state?",
      "a": "W Advisors LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 168452."
    },
    {
      "q": "How much does W Advisors LLC manage?",
      "a": "W Advisors LLC reports $244,889,761 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (62% discretionary)."
    },
    {
      "q": "How have W Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for W Advisors LLC: Regulatory assets under management: $152,561,684 in the October 2021 data and $244,889,761 in the October 2026 data, up 61%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does W Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (27)."
    },
    {
      "q": "Which custodians does W Advisors LLC use?",
      "a": "W Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does W Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168452"
    },
    {
      "q": "What changed in W Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $209,523,186 to $244,889,761 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 152561684.0,
      "total_employees": 3,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 183441073.0,
      "total_employees": 3,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 162676556.0,
      "total_employees": 3,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 185587251.0,
      "total_employees": 3,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 209523186.0,
      "total_employees": 3,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 244889761.0,
      "total_employees": 3,
      "filing_date": "2026-09-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $209,523,186 to $244,889,761 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/w-advisors-llc-germantown-tn-168452.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 68,
      "fewer_than_5": false,
      "raum": 23663037.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 221226724.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168452",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}