W Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
W Advisors reports 95 clients. They include 68 individual clients and 27 high-net-worth individuals. Of its assets, 62.1% ($152M across 357 accounts) are managed with discretion; $92.8M across 143 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 10% |
| High-net-worth individuals | 28% | 90% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 68 | $23.7M | 9.7% | $348K |
| High-net-worth individuals | 27 | $221M | 90.3% | $8.19M |
| Total | 95 | $245M | 100% | $2.58M |
- Clients
- 68
- Regulatory AUM
- $23.7M
- AUM share
- 9.7%
- Avg. per client
- $348K
- Clients
- 27
- Regulatory AUM
- $221M
- AUM share
- 90.3%
- Avg. per client
- $8.19M
Total
- Clients
- 95
- Regulatory AUM
- $245M
- AUM share
- 100%
- Avg. per client
- $2.58M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
W Advisors charges up to 1.25% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Financial planning and consulting is billed at an hourly fee of $350 or a flat fee generally from $1,500 to $10,000; fees are negotiable.
Robert Wade owns 75% or more of W Advisors. The leadership team of W Advisors includes Chief Compliance Officer Angela Cox. It has 3 employees, 2 of them in advisory roles.
Leadership
- Angela CoxChief Compliance Officer
- Robert WadeManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of W Advisors LLC
Robert Wade
Control person · since August 2013
W Advisors’ regulatory assets grew 1.6× from $153M (March 2021) to $245M (September 2026); clients rose from 67 to 95 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $245M | 95 | 3 | 1 |
| March 2025 | $210M | 96 | 3 | 1 |
| March 2024 | $186M | 95 | 3 | 1 |
| March 2023 | $163M | 88 | 3 | 1 |
| March 2022 | $183M | 71 | 3 | 1 |
| March 2021 | $153M | 67 | 3 | 1 |
Besides its headquarters, W Advisors has 0 offices, with 1 listed address in Tennessee.
Tennessee · 1 listed address
- 2289 West Street, GermantownHQ
Contact and registration details
- Legal name
- W Advisors LLC
- Headquarters
- 2289 West Street, Germantown, TN 38138
- Website
- Not reported
- Phone
- 901-410-8040
- @w-advisors-llc
- SEC file
- 801-78543
- Founded
- 2013
- Structure
- Delaware LLC
- Fiscal year end
- December
W Advisors uses Charles Schwab ($245M) as custodian for its separately managed accounts. W Advisors has custody of $39.7M in client assets for 35 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $245M100%
At year end, W Advisors’ separately managed accounts were mostly in funds (61%) and stocks (38%). Its reported 13F holdings for the quarter ended 30 June 2026 total $220M across 153 positions; the largest are iShares TR (7.3%), Apple Inc. (5.5%) and iShares TR (5.1%).
What the accounts hold
- Stocks38%
- Funds61%
- Cash1%
Reported 13F holdings
- $220M
- Reported 13F value
- 153
- Positions
- 39.5%
- In the 10 largest
- +12.7%
- Value vs. prior quarter
- iShares TR · S&P 500 Grwt ETF7.3%
- Apple Inc.5.5%
- iShares TR · Core S&P500 ETF5.1%
- Merck & CO Inc.4.2%
- iShares TR · S&P 100 ETF3.4%
- iShares TR · Esg MSCI Leadr2.8%
- State Str SPDR S&P 500 ETF T · TR Unit2.8%
- iShares TR · S&P 500 Val ETF2.8%
- Microsoft Corp.2.7%
- iShares TR · Rus 1000 Grw ETF2.7%
Together, the ten largest are 39.5% of reported value.
How many clients does W Advisors have?
W Advisors has 95 clients and manages $245 million for them, as of September 2026. They include 68 individual clients and 27 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does W Advisors offer?
W Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does W Advisors charge?
W Advisors charges up to 1.25% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Source: ADV PART 2A - FIRM BROCHURE, filed 14 September 2026
Which custodians does W Advisors use?
W Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $245M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does W Advisors have?
W Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does W Advisors invest in?
At the end of its last fiscal year, W Advisors’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns W Advisors?
W Advisors’ direct owner is Robert Wade (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does W Advisors get paid?
W Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact W Advisors?
W Advisors’ main office is at 2289 West Street, Germantown, TN 38138. Its phone number is 901-410-8040.