RIA Intel›Advisers›Washington›WMS WEALTH MANAGEMENT LLC

WMS WEALTH MANAGEMENT LLC

Advisory

MUKILTEO, WA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$344K

across 136 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$47M

Discretionary AUM$47M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients136

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InID, WA

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

136 clients

52 high-net-worth

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

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

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JAMES N. BRAY, PHD DBA INVESTMENT & RETIREMENT ADVISORS

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FREEDOM WEALTH MANAGEMENT LLC

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