# W Advisors LLC

> 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.

- CRD: 168452
- Filed as: W ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Germantown, TN
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168452
- AdvisorCensus page: https://advisorcensus.com/firm/w-advisors-llc-germantown-tn-168452

## Quick answers

**How is W Advisors LLC compensated?**
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).

**Where is W Advisors LLC located?**
W Advisors LLC's principal office is in Germantown, TN, according to its Form ADV.

**Is W Advisors LLC registered with the SEC or a state?**
W Advisors LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 168452.

**How much does W Advisors LLC manage?**
W Advisors LLC reports $244,889,761 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (62% discretionary).

**How have W Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does W Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (27).

**Which custodians does W Advisors LLC use?**
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.

**Does W Advisors LLC report any disciplinary disclosures?**
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

**What changed in W Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $209,523,186 to $244,889,761 (+17%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $244,889,761
- Discretionary: $152,129,401
- Non-discretionary: $92,760,360

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $23,663,037 |
| High net worth individuals | 27 | $221,226,724 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wadvisorsllc.com
- Facebook @W-ADVISORS-LLC-751970544946719
- Instagram @wadvisorsllc
- LinkedIn @W-ADVISORS-LLC
- X @advisorsw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $152,561,684 | 3 | March 26, 2021 |
| October 2022 | $183,441,073 | 3 | March 18, 2022 |
| October 2023 | $162,676,556 | 3 | March 14, 2023 |
| October 2024 | $185,587,251 | 3 | March 14, 2024 |
| October 2025 | $209,523,186 | 3 | March 19, 2025 |
| October 2026 | $244,889,761 | 3 | September 14, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $209,523,186 to $244,889,761 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. W Advisors LLC (CRD 168452): Form ADV filing data as of October 2026.