Advisor at WMW Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
WMW Management, Inc.
Location
Farmington, UT 84025
Credentials
Series 63, Series 65
Industry experience
32 years
Christopher Watkins is the sole advisor at WMW Management, Inc. in Farmington, UT, holding Series 63 and Series 65 credentials with 32 years of industry experience. His work history includes roles at Focus Fund Advisors, LLC since 2022, Watkins Financial Services, Inc. since 2000, and WMW Management, Inc. since 1998. Outside of financial advising, he is involved in the restaurant industry as sole owner and chairman of Watkins Restaurant Group and as a partner in C&M Hospitality. WMW Management primarily serves individual investors along with trusts, estates, charitable organizations, corporations, and limited partnerships. The firm focuses on equity securities and employs a proprietary model for portfolio construction and monitoring, offering both discretionary and non-discretionary asset management as well as a Portfolio Monitoring Program.
2.0% annually (Asset Management Program)
Minimum fee: Minimum annual fee of $1,000 or $250 per quarter for Portfolio Monitoring Program
722 W Shepard Lane, Suite 103
Farmington, UT 84025
Utah
Focus Fund Advisors, LLC
2022 - Present (4 years)
Watkins Financial Services, Inc.
2000 - Present (26 years)
Wmw Management Inc.
1998 - Present (28 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Farmington, UT
David Russell Fjeldsted
Series 66
Bountiful, UT
Safe Bay Retirement Advisors
Series 63, Series 66
Kaysville, UT
Monson Wealth Management LLC
CFP®, Series 63, Series 66
Woods Cross, UT
Black Bridge Advisors, LLC
CFP®, Series 63, Series 66
Kaysville, UT
Kinnect Advisor Group, L.L.C.
Series 65
North Salt Lake, UT
Maximus Wealth Advisors
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