WM Advisors USA LLC

Cesar Miranda is a financial advisor with WM Advisors USA LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Highlands Investment Management LLC since 2023 and has been with WM Advisors since 2020. Cesar serves as a managing partner at WM Advisors, an independent investment advisory firm based in Miami, FL. WM Advisors USA LLC provides portfolio management and financial planning services primarily to high-net-worth individuals, corporations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis and typically operates with non-discretionary accounts, focusing on high-net-worth and institutional clients.

Alexis Weill is a financial advisor at WM Advisors USA LLC with a Series 65 designation and experience beginning in 2023. He serves as managing partner for investment advisory firms WMA Holdings Inc. and WMA S.A. de C.V. in El Salvador. Outside of his advisory role, he holds board and committee positions with several non-investment-related businesses in El Salvador, including a business conglomerate and a sugar mill. WM Advisors USA LLC provides portfolio management and financial planning services primarily to high-net-worth individuals, corporations, and business entities. The firm employs a range of investment strategies, including both discretionary and non-discretionary management, and focuses mainly on serving high-net-worth and institutional clients.

Enrique Walsh is a financial advisor at WM Advisors USA LLC with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Woodrock Securities, L.P. and WMA Holdings, Inc. before joining WM Advisors USA LLC. WM Advisors USA LLC provides portfolio management and financial planning services primarily to high-net-worth individuals, corporations, and business entities. The firm utilizes a combination of fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management with a focus on non-discretionary assets under management.