W Advisors LLC
W Advisors LLC (CRD# 168452) is a financial advisory firm headquartered in Germantown, TN. They manage $185,587,251 in 406 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management186MILLION
-
Total Number of Accounts406ACCOUNTS
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Average Account Value$457,111
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, MS, TN, TX
Financial Advisors at W Advisors LLC
1
Frank Lombardo (CRD# 5192692) is an Investment Advisor Representative working at W Advisors LLC in Memphis, TN and has over 17 years of experience in the finance industry.
2
Robert Wade (CRD# 2321731) is an Investment Advisor Representative working at W Advisors LLC in Germantown, TN and has over 31 years of experience in the finance industry.
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