WMS Partners
Finance · Maryland, United States · 51-200 Employees
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Overview
Headquarters
10980 Grantchester Way Ste 220, Columbia...Phone Number
(410) 337-7575Website
www.wms-partners.comRevenue
$14.2 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About WMS Partners
About WMS Partners: Founded in 1993, WMS Partners (www.wms-partners.com) is the largest independent wealth management firm in the Baltimore region, built on an "Open Family Office" philosophy that brings sophisticated wealth planning advice, investing and other services to a wide circle of clients. WMS Partners manages more than $4 billion in client assets, with more than 60 employees. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by WMS), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successfRead more
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Revenue
Number of Employees
Type
Funding
Founded In
$6.2M
11-50
Private
-
1996
Zachary HornManaging Partner and President, Investment Manager and Shareholder
Company Profile Activity
Activity Insights
WMS Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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WMS Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WMS Partners.
WMS Partners Tech Stack
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WMS Partners News & Media
WMS Partners with Verizon to Launch $20 Cruise Daily Pass
Voice, Text, and Data at Sea Available on 200+ Ships and 25+ Cruise Lines Voice, Text, and Data at Sea Available on 200+ Ships and 25+ Cruise LinesHomrich Berg Expands Family Office Services With the Close of $6.4 Billion RIA WMS Partners Acquisition
ATLANTA--(BUSINESS WIRE)--HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announces the close of its acquisition of WMS Partners (WMS), a $6.4 billion AUM RIA headquartered in Towson, Maryland. This strategic transaction enhances HB’s family office service offerings, strengthens its presence in the mid-Atlantic region, and positions the combined firm to better serve ultra-high-net-worth families across the U.S. Founded in 1993, WMS PHomrich Berg Brings On $6.4 B RIA WMS Partners As Part of Family Office Expansion
ATLANTA--(BUSINESS WIRE)--HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, has entered into a definitive agreement to acquire WMS Partners (WMS), a $6.4 billion multi-family office and registered investment adviser (RIA) based in Towson, Maryland, which will become part of HB Family Office. The transaction is expected to close in early Q1 of 2025, subject to customary closing conditions. Since 1993, WMS has provided a holistic suite oWMS Partners Welcomes Michael Mele Portfolio Manager And Wendi Miller Senior Client Service Associate
WMS Partners is pleased to welcome two new colleagues: Michael Mele, CFA, Portfolio Manager. Michael will develop and research new investment ideas... Read More The post WMS Partners Welcomes Michael Mele Portfolio Manager And Wendi Miller Senior Client Service Associate appeared first on citybiz.
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About WMS Partners: Founded in 1993, WMS Partners (www.wms-partners.com) is the largest independent wealth management firm in the Baltimore region, built on an "Open Family Office" philosophy that brings sophisticated wealth planning advice, investing and other services to a wide circle of clients. WMS Partners manages more than $4 billion in clien... Read More
