Family WMS, LLC

Overview

Family WMS, LLC is an SEC registered investment adviser based in Athens, GA, registered since 2003. It reports $572M in assets under management across 554 accounts, with 8 employees. It has 3 investment adviser representatives.

Reported AUM

$572M

Discretionary

55%

Accounts

554

Average account

$1M

Employees

8

Advisory reps

3

Registered since

2003

Jurisdictions

8

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Leslie White Allen President, Chief Investment Officer, Chief Compliance Officer CRD 1350568
• Scott Alan Shows Chief Financial Officer CRD 4599894
• Steven E House Director of Tax CRD 4784114

Advisory reps 3 of 3

• Leslie White Allen Investment Adviser Rep CRD 1350568
• Stephen Eugene House Investment Adviser Rep CRD 4784114
• Scott Alan Shows Investment Adviser Rep CRD 4599894

Location

Headquarters

490 N Milledge Ave
Athens, GA 30601

County

Clarke

Metro area

Athens-Clarke County, GA

Region

South

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: familywms.com

Every state, with registration dates

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