Wmw Management, Inc. (Farmington)

Wmw Management, Inc. is an adviser based in Farmington. It manages $15.83 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2005.

Wmw Management provides 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.

Wmw Management: assets under management

The assets under management (AUM) of Wmw Management, Inc. is $15.83 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $479.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wmw Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wmw Management, Inc.

William Mack Watkins has been acting as President since 1 Feb 1986. Sarah Watkins Scheuller joined the executive team most recently as the Secretary/Treasurer & Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Mack Watkins	President	1 Feb 1986	Other	459940
Catherine Watkins Stringham	Director	1 Feb 1986	Other	1891104
Joshua William Watkins	Vice president & director	1 May 1992	Other	4478976
Elizabeth Watkins Gerner	Director	1 May 1994	Other	4478977
Peter Simmons Watkins	Director	1 Apr 1996	Other	4478978
Christopher Mack Watkins	Exec vice president, director & chief compliance officer	1 Mar 1998	Other	2376887
Maria Watkins Phippen	Director	1 Jul 1999	Other	4478979
W Mack Watkins & Julia Ellison Simmons Watkins Ttee Of The W Mack Watkins Trust Dated 2/06/2002	Owner	1 Feb 2002	75% - 100%	xxx-xx-xxxx
Hannah Simmons Watkins	Director	1 Jan 2004	Other	4930978
Hannah Watkins Collett	Director	1 Jan 2004	Other	4930978
Sarah Watkins Scheuller	Secretary/treasurer & director	1 Nov 2004	Other	4478974

Based in Farmington

The principal office where Wmw Management, Inc. performs its advisory services is located at 722 W Shepard Lane Ste 103, Farmington, UT 84025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.