# WM Advisors USA LLC

> WM Advisors USA LLC is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 323133
- Filed as: WM ADVISORS USA LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323133
- AdvisorCensus page: https://advisorcensus.com/firm/wm-advisors-usa-llc-323133

## Quick answers

**How is WM Advisors USA LLC compensated?**
On its Form ADV (Item 5.E, October 2026), WM Advisors USA LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is WM Advisors USA LLC registered with the SEC or a state?**
WM Advisors USA LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 323133.

**How much does WM Advisors USA LLC manage?**
WM Advisors USA LLC reports $31,367,190 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (0% discretionary).

**How have WM Advisors USA LLC's assets and staff changed since 2023?**
In the Form ADV data for WM Advisors USA LLC: Regulatory assets under management: $0 in the October 2023 data and $31,367,190 in the October 2026 data. Total employees: 4 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does WM Advisors USA LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Does WM Advisors USA 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/323133

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $31,367,190
- Discretionary: $0
- Non-discretionary: $31,367,190

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 10 | $31,367,190 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wm-advisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 4 | May 30, 2023 |
| October 2026 | $31,367,190 | 3 | August 31, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $31,367,190 in the October 2026 data.
Total employees: 4 in October 2023 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WM Advisors USA LLC (CRD 323133): Form ADV filing data as of October 2026.