# WMS Partners, LLC

> WMS Partners, LLC is a state-registered investment advisory firm in Towson, MD, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 109971
- Filed as: WMS PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Towson, MD
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/109971
- AdvisorCensus page: https://advisorcensus.com/firm/wms-partners-llc-towson-md-109971

## Quick answers

**How is WMS Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), WMS Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is WMS Partners, LLC located?**
WMS Partners, LLC's principal office is in Towson, MD, according to its Form ADV.

**Is WMS Partners, LLC registered with the SEC or a state?**
WMS Partners, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 109971.

**How much does WMS Partners, LLC manage?**
WMS Partners, LLC reports $6,149,914 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**How have WMS Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for WMS Partners, LLC: Regulatory assets under management: $4,374,397,680 in the October 2021 data and $6,149,914 in the October 2026 data, down 100%. Total employees: 65 in October 2021 and 0 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does WMS Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does WMS Partners, 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/109971

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,149,914
- Discretionary: $6,149,914
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| 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) | 1 | $6,149,914 |
| 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)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wms-partners.com
- wmsfamilyoffice.com
- LinkedIn @WMS-PARTNERS
- YouTube @UCyv2vCt8zSPD1ASHSl0yOwQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,374,397,680 | 65 | March 31, 2021 |
| October 2022 | $5,674,250,389 | 76 | August 9, 2022 |
| October 2023 | $5,162,519,390 | 86 | August 11, 2023 |
| October 2024 | $5,664,188,520 | 79 | April 30, 2024 |
| October 2026 | $6,149,914 | 0 | April 27, 2026 |

Regulatory assets under management: $4,374,397,680 in the October 2021 data and $6,149,914 in the October 2026 data, down 100%.
Total employees: 65 in October 2021 and 0 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WMS Partners, LLC (CRD 109971): Form ADV filing data as of October 2026.