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W Advisors LLC

EST. AUM
$244,889,761

CONTACTS

CLIENT ACCOUNTS
500

Firm Details

Metro area Memphis
CRD Number 168452
Website wadvisorsllc.com
Client types

Overview

W Advisors LLC is a registered investment adviser and fee-only fiduciary wealth management firm operated by Bobby Wade and Larry Lombardo. The firm provides investment management and financial planning services to individual clients. As a fiduciary, the firm is obligated to act in clients' best interests and is compensated solely by its clients, with no compensation derived from the purchase or sale of financial products or client referrals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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