WMS Partners LLC

WMS Partners LLC, legally known as WMS PARTNERS, LLC, is a Maryland-based limited liability company with 51 employees, 30 of whom hold advisory roles. While the number of clients served is unknown, the firm’s SEC status is listed as approved with a registration date of June 14, 1994.

• CHAD JOSEPH NORFOLK

  CHIEF ADVISORY OFFICER & MEMBER OF EXECUTIVE COMMITTEE owns less than 5%

• DAVID MARK CITRON

  PARTNER owns more than 10% but less than 25%

• JEFFREY LEIGH HILL

  MEMBER OF EXECUTIVE COMMITTEE owns less than 5%

• MARTIN JOSEPH EBY

  MEMBER OF EXECUTIVE COMMITTEE owns more than 10% but less than 25%

• PAUL A SPEARGAS

  CHIEF INVESTMENT OFFICER & MEMBER OF EXECUTIVE COMMITTEE owns more than 5% but less than 10%

• TIMOTHY WILLIAM CHASE

  CHIEF COMPLIANCE OFFICER, CHAIRMAN, MEMBER OF EXECUTIVE COMMITTEE owns more than 10% but less than 25%

• TODD MICHAEL WICKWIRE

  CHIEF EXECUTIVE OFFICER owns less than 5%

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• The Rise and Fall of WMS Partners' Fund Holdings - A Q3-Q4 13F Comparison