Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Dan MentoPortfolio Manager
- Michael MelePortfolio Manager
- ·Watchlist + deal alerts for WMS Partners
- ·The full record, as it builds
Funding rounds
No funding rounds for WMS Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About WMS Partners
Provider of investment management and advisory services intended to provide an alternative for families to traditional financial services firms. The company handles all aspects of financial life through sophisticated wealth planning, investing and family legacy advice including portfolio management, asset allocation, risk and cash-flow management, estate planning as well as personal business services, delivering independent and transparent financial services to multigenerational families, professional service practitioners, entrepreneurs and executives.
- Sector
- Business Products and Services (B2B)
- HQ
- Towson, MD, United States
- Employees
- 80
- Website
- wms-partners.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
WMS Partners doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in WMS Partners shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on WMS Partners in its N-PORT filings yet. We sweep new filings monthly.