PITTSBURGH, PACRD 305481Latest ADV February 27, 2026
Wms Wealth Planners is an SEC registered investment adviser organized as a corporation with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated February 27, 2026, reports $315M in regulatory assets under management, 6 employees, 1 office, and 732 accounts.
Assets Under Management
$315M
Employees
6
Offices
1 office
Total Clients
292
Primary office
PITTSBURGH, PA
17 BRILLIANT AVENUE, SUITE 302, PITTSBURGH, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.6% of total clients.
Top client categories% of clientsClients
1
Individuals
72.6%
212
2
HNWI
27.4%
80
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$315Mas of February 27, 2026
Discretionary99.8%
$314M
100% of total RAUM99.8%
Non-discretionary0.2%
$737K
0% of total RAUM0.2%
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.
Total AUM$315M
Total Accounts732
10Y AUM Change+$315M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee49:1
10Y Employee Change+1 (+20.0%)
* 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.