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WMS Partners LLC

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Baltimore
CRD Number
Website hbwealth.com
Client types

Overview

WMS Partners LLC is now part of HB Wealth, a national wealth management firm. It provides fiduciary service and personalized advice, and family office services. HB Wealth uses a fee-only fiduciary approach designed to align actions with clients’ best interests. The firm emphasizes five pillars: Fee-Only Fiduciary Commitment, Credentialed Experts (CFA charterholders and CFP professionals), Comprehensive Advice (integrating financial planning, investments, tax planning, and estate strategies), Private Market Expertise (over 30 years in private equity, private credit, and private real estate), and Concierge-Level Care (availability of wealth advisors when, where, and how needed). Services include Wealth Advisory, Investment Management, and Family Office Services. Who they serve includes individuals and families, business owners and entrepreneurs, corporate executives, and professional service practitioners.

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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