About WMS Partners
WMS Partners is a Financial Services company based in Towson (United States) founded in 1993, and was acquired by Homrich Berg in December 2024. Wealth management services are provided to clients by WMS Partners. The company has 81 employees. WMS Partners offers products and services including Wealth Planning, Investing, and Family Legacy. Its focus areas include Asset Management and Wealth Management. Its legal entity is WMS PARTNERS LLC. Its competitors include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed competitors have raised funding.
Company details
WMS Partners was established in 1993 in Towson, United States, as a wealth management firm. Operations focus on financial advisory and investment services for high-net-worth individuals and institutions. The firm is led by Chairman Timothy Chase, with former executives including David Citron as ex-CIO and Martin Eby as ex-Partner. Activities are centered in the financial services sector, emphasizing portfolio management and estate planning within the U.S. market.
- Headquarters Towson, United States
- Employees 81
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website wms-partners.com
- Social LinkedIn X Facebook
- Acquired by Homrich Berg (Dec 2024)
- Legal Name Wms Partners Llc
- InvestorsHomrich Berg
& 1 more
- Employee Count81
- Acquired byHomrich Berg
(Dec 2024)
Products & Services of WMS Partners
WMS Partners offers a comprehensive portfolio of products and services, including Wealth Planning, Investing, and Family Legacy.
Service for comprehensive wealth management and planning.
Fee-only platform for portfolio investment and growth.
Support for preserving and transferring family wealth.
Funding Insights of WMS Partners
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of WMS Partners with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2021 | Unspecified | – | TRIA Capital Partners | – |
2 investors in total: 2 institutional.
Investors in WMS Partners
WMS Partners has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Homrich Berg and TRIA Capital Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Offers minority capital and expertise to scale RIAs through partnerships and growth support. | 2020 | triacapitalpartners.com | Dallas, United States | |
Investment and wealth management services are provided to clients. | 1989 | homrichberg.com | Atlanta, United States |
Investor details for WMS Partners
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of WMS Partners
48 people are tracked at WMS Partners (12 in leadership, 1 in board & advisors, 35 in team); the tracked headcount is 81.
| Name | Role | Group |
|---|---|---|
Timothy Chase | Chairman | Leadership |
David Citron | Ex-CIO | Leadership |
Martin Eby | ex-Partner | Leadership |
Dan Feeser | Director | Leadership |
Laura Carr | Chief Operating Officer | Leadership |
Zach Ruchman | Director, Private Investments | Leadership |
Josh Rowe | Director, Research | Leadership |
Todd M. Wickwire | CEO | Leadership |
Paul Speargas | Co-Chief Investment Officer & Senior Financial Advisor | Leadership |
Bryan Lopez | Chief Financial Officer, Investment Strategist | Leadership |
Paul Lamari | General Counsel & Chief Compliance Officer | Leadership |
Eric Bland | Shareholder, Director Of Portfolio Management | Leadership |
Timothy W. Chase | Chairman, Co-Founder & Shareholder | Board & advisors |
Ania Charles | Compliance Officer | Team |
Ken Myers | Client & Investment Operations Manager | Team |
Alexander Price | Financial Advisor | Team |
Tantania Gregg | Investment Operations Associate | Team |
Brandi Roberts | WMS Funds Controller | Team |
Ann Desforges | Portfolio Accountant | Team |
Mela Kuzmenko | Senior Operations Associate | Team |
28 more people are available in the full profile.
Complete people profiles for WMS Partners
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of WMS Partners
3 dated milestones of WMS Partners across 31 years, from founding to its latest funding, stage changes and deals.
- Founded WMS Partners is founded.
- Funding First funding round.
- Exit Acquired by Homrich Berg.
Competitors of WMS Partners
WMS Partners has 3 listed competitors in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed competitors of WMS Partners
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Web traffic of WMS Partners
Websites that share an audience with WMS Partners (wms-partners.com).
Websites whose visitors overlap most with WMS Partners. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| arborinvest.com | 100% | 2.3K | #7,341,394 | View details | |
feeonlynetwork.com | feeonlynetwork.com | 54% | #1,194,999 | – |
Top companies in Asset Management
3 companies that operate in the same segment as WMS Partners (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Wms Partners
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Frequently Asked Questions about WMS Partners
WMS Partners was founded in 1993 and raised its 1st funding round 28 years after it was founded.
WMS Partners is headquartered in Towson, United States. It is registered at Towson, Maryland, United States.
WMS Partners has 81 employees.
WMS Partners was established in 1993 in Towson, United States, as a wealth management firm. Operations focus on financial advisory and investment services for high-net-worth individuals and institutions. The firm is led by Chairman Timothy Chase, with former executives including David Citron as ex-CIO and Martin Eby as ex-Partner. Activities are centered in the financial services sector, emphasizing portfolio management and estate planning within the U.S. market.
WMS Partners's top competitors include Focus Financial Partners, Alera Group and Raymond James.
WMS Partners offers Wealth Planning, Investing, and Family Legacy.
WMS Partners has 2 investors. Key investors include Homrich Berg, and TRIA Capital Partners.
WMS Partners operates through Wms Partners Llc.
Yes. WMS Partners was acquired by Homrich Berg in December 2024.