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W ADVISORS LLC
CRD 168452File 801-78543
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$244.9M
Below cohort median (national)
Discretionary AUM
$152.1M
Non-discretionary $92.8M
Clients
95
500 accounts
Employees
3
Below cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 24, 2014
- Principal office
- 2289 WEST STREET, GERMANTOWN, TN, 38138
- Phone
- 901-410-8040
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $244.9M
- Discretionary AUM
- $152.1M
- Non-discretionary AUM
- $92.8M
- Discretionary accounts
- 357
- Non-discretionary accounts
- 143
- Total accounts
- 500
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $221.2M |
| Individuals (other than high net worth individuals) | 68 | $23.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.