HTTP://WWW.WADVISORSLLC.COM • GERMANTOWN, TN • Investment Advisor How do I update this listing?
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W Advisors is based out of Germantown. W Advisors is a large advisory firm with 71 clients and discretionary assets under management (AUM) of $130,765,418 (Form ADV from 2022-03-18). Their last reported 13F filing for Q2 2022 included $115,607,000 in managed 13F securities and a top 10 holdings concentration of 45.06%. W Advisors's largest holding is iShares Trust iShares ESG Aware MSCI USA ETF with shares held of 95,079. Whalewisdom has at least 3 13F filings