W Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$244,889,761
Total clients
95
28% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
48
Average account size
$2,577,787
About
W Advisors LLC provides comprehensive portfolio management, financial planning and consulting, and access to separately managed accounts for individuals, high‑net‑worth clients, trusts, estates and business entities. The firm manages roughly $244.9 million across about 95 client relationships and offers both discretionary and non‑discretionary advisory arrangements.
The firm combines fundamental, technical and cyclical analysis and employs long‑term, short‑term and active trading strategies, with client accounts reviewed at least quarterly and the ability for clients to place reasonable investment restrictions within comprehensive management. For SMAs, W Advisors sources and monitors third‑party managers through Schwab’s Managed Account Select, Access and Marketplace programs and integrates those manager selections into its ongoing oversight.
Noteworthy and less common among peers, some supervised persons are registered representatives of Purshe Kaplan Sterling Investments, Inc. and may sell commissionable securities, a practice the brochure identifies as creating a potential conflict of interest. The firm also discloses that it may recommend or permit the use of margin/borrowing in client brokerage and separately managed accounts, and it offers an unusually broad set of planning and consulting services (including tax analysis, cost segregation, pension consulting and lines‑of‑credit evaluations) alongside investment management.
Client services
Expertise
Fee options
Flat fees generally range from $1,500 to $10,000 for financial planning and consulting services.
$0+: Up to 1.25% annually (negotiable) for Comprehensive Portfolio Management $0+: 1.00% annually for Separately Managed Accounts (SMA) charged by W Advisors LLC $0+: 0.50% annually for Separately Managed Accounts (SMA) charged by Schwab (additional to W Advisors LLC fee)
Representatives may accept commissions for securities sales as registered representatives of a broker-dealer.
$350 per hour for financial planning and consulting services.
Account minimum: $100,000 Fee-only: Hourly fee $350; Flat fees range from $1,500 to $10,000; Fees negotiable.
Main office location
W Advisors LLC
2289 West Street
Germantown TN 38138, United States
Number of offices
1
Most active in
Florida · Louisiana · Mississippi · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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