RIA Intel›Advisers›Florida›OWM LLC

OWM LLC

Advisory

FL

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in FL

#1,811

of 2,610 advisers by AUM

Average account

$118K

across 269 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$32M

Discretionary AUM$31M

Non-Discretionary AUM$692K

Discretionary %97.8%

Total Clients121

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

121 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

HAMNER WILLIAM MURRAY

WEST PALM BEACH, FL

$32M

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TUDOR ADVISORS LLC

$32M

PROSPECT ENHANCED YIELD MANAGEMENT, LLC

WEST PALM BEACH, FL

$32M

JAMES A. COLLEY, INC.

LAKE PLACID, FL

$32M

GARDNYR MICHAEL CAPITAL, INC.

WINTER PARK, FL

$32M

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