Family Wms, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Athens, GA. Its latest Form ADV filing, dated February 18, 2026, reports $572M in regulatory assets under management, 8 employees, 1 office, and 554 accounts.
Top client segmentHNWI represent 63.9% of total clients.
Top client categories% of clientsClients
1
HNWI
63.9%
39
2
Individuals
36.1%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$572Mas of February 18, 2026
Discretionary54.6%
$312M
55% of total RAUM54.6%
Non-discretionary45.4%
$259M
45% of total RAUM45.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$572M
Total Accounts554
10Y AUM Change+$50M (+9.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee8:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.