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WMS Group LLC

EST. AUM
$125,258,865

CONTACTS

CLIENT ACCOUNTS
521

Firm Details

Metro area New Orleans
CRD Number 164327
Website advisormike.com
Client types

Overview

WMS Group LLC (operating through Wealth Management Services Group and advisormike.com) is an SEC-registered investment advisory firm headquartered in Folsom, Louisiana, providing discretionary investment management and financial planning services to individuals, families, and retirement accounts. Founded in 2012 as an independent RIA, the firm emphasizes a fee-based fiduciary model, avoiding broker-dealer conflicts and focusing on client-first decision making. According to regulatory filings, WMS Group manages approximately $125 million in assets under management across ~250 clients, with strategies tailored to individual objectives, time horizons, and risk tolerance. The firm applies both fundamental and cyclical analysis to construct portfolios and seeks long-term financial outcomes through disciplined asset allocation.

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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