WMP LLC

Advisory

N·DENVER, CO

Data as of Jul 31, 2013 · Source: SEC Form ADV

Total AUM

$579M

1-Year AUM Growth

-14.2%

3-Year CAGR

0.0%

Employees

1

Assets Under Management

Total AUM$579M

Discretionary AUM$579M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingMar 30, 2012

Latest FilingJul 31, 2013

🔒 Full AUM trend chart and 4 historical filings spanning 1+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WMP LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.