Wmk Investment Partners is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 21, 2026, reports $211M in regulatory assets under management, 5 employees, and 70 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.4% of total clients.
Top client categories% of clientsClients
1
HNWI
52.4%
11
2
Corporations
47.6%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$211Mas of April 21, 2026
Discretionary92.4%
$195M
92% of total RAUM92.4%
Non-discretionary7.6%
$16M
8% of total RAUM7.6%
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$211M
Total Accounts70
10Y AUM Change+$82M (+63.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee4:1
10Y Employee Change+1 (+25.0%)
* 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.