Ws Wealth Managers, Inc. is a related adviser based in Shrewsbury. It manages $7.38 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2008.
Ws Wealth Managers provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ws Wealth Managers, Inc. is $7.38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ws Wealth Managers, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Ws Wealth Managers, Inc. performs its advisory services is located at Shrewsbury Professional Building Suite 230, Shrewsbury, PA 17361, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-425-1978 or by fax 888-325-0251. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.