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.
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 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.
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.
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.
You can reach the main office by calling the phone number 801-451-9500 or by fax 801-451-6227. The normal business hours are 8:00 am - 3:00 pm on Monday - Friday.