RIA Intel›Advisers›Massachusetts›WI PARTNERS, LLC

WI PARTNERS, LLC

Advisory

BOSTON, MA

Data as of Oct 3, 2024 · Source: SEC Form ADV

Rank in MA
#1,363
of 1,590 advisers by AUM
Average account
$9M
across 2 accounts
AUM per adviser
$9M
2 advisers

Source: SEC Form ADV. Figures as filed Oct 3, 2024.

Total AUM
$17M
Discretionary %
100%
Clients
1
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$17M
Discretionary AUM$17M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

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

LEVERAGE FINANCIAL ADVISORY, LLC
WILMINGTON, MA
$17M
BDKMARKETGROUP INVESTMENT MANAGEMENT LLC
WELLESLEY, MA
$17M
LMC INVESTMENTS, INC.
WELLESLEY, MA
$17M
-46.1% 1Y
CONVERGENT CAPITAL PARTNERS, LLC
BOSTON, MA
$17M
SIMPSON INVESTMENT COUNSEL
LEXINGTON, MA
$18M
+0.4% 1Y
SUMMIT PARTNERS SD II, LLC
BOSTON, MA
$17M
-27.5% 1Y

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