WPM WEALTH ADVISORS LLC
Investment Advice|SARATOGA SPRINGS, NY|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$64.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 64.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 316722 |
| SEC Number | 801-122458 |
| Street Address | 63 PUTNAM STREET |
| Street Address 2 | SUITE 202 |
| Location | SARATOGA SPRINGS, NY 12866 |
| Country | United States |
| Phone | 518-369-5232 |
| Fax | N/A |
| Total Employees | 3 |
Client Count by Type (169 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 127 |
| High Net Worth Individual… | 42 |
Community Partners
CITY OF MECHANICVILLE
CITY OF SARATOGA SPRINGS
COUNTY OF SARATOGA
TOWN OF BALLSTON
TOWN OF CHARLTON
TOWN OF CLIFTON PARK
TOWN OF CORINTH
TOWN OF DAY
TOWN OF EDINBURG
TOWN OF GALWAY
TOWN OF GREENFIELD
TOWN OF HADLEY
TOWN OF HALFMOON
TOWN OF MALTA
TOWN OF MILTON
TOWN OF MOREAU
TOWN OF NORTHUMBERLAND
TOWN OF PROVIDENCE
TOWN OF SARATOGA
TOWN OF STILLWATER
CITY OF MECHANICVILLE
CITY OF SARATOGA SPRINGS
COUNTY OF SARATOGA
TOWN OF BALLSTON
TOWN OF CHARLTON
TOWN OF CLIFTON PARK
TOWN OF CORINTH
TOWN OF DAY
TOWN OF EDINBURG
TOWN OF GALWAY
TOWN OF GREENFIELD
TOWN OF HADLEY
TOWN OF HALFMOON
TOWN OF MALTA
TOWN OF MILTON
TOWN OF MOREAU
TOWN OF NORTHUMBERLAND
TOWN OF PROVIDENCE
TOWN OF SARATOGA
TOWN OF STILLWATER
CITY OF MECHANICVILLE
CITY OF SARATOGA SPRINGS
COUNTY OF SARATOGA
TOWN OF BALLSTON
TOWN OF CHARLTON
TOWN OF CLIFTON PARK
TOWN OF CORINTH
TOWN OF DAY
TOWN OF EDINBURG
TOWN OF GALWAY
TOWN OF GREENFIELD
TOWN OF HADLEY
TOWN OF HALFMOON
TOWN OF MALTA
TOWN OF MILTON
TOWN OF MOREAU
TOWN OF NORTHUMBERLAND
TOWN OF PROVIDENCE
TOWN OF SARATOGA
TOWN OF STILLWATER
Municipal Government
31 Active
31
Organizations
BALLSTON COMMUNITY PUBLIC LIBRARY DISTRICT
BALLSTON LAKE FIRE DISTRICT 1
BURNT HILLS FIRE DEPARTMENT
BURNT HILLS FIRE DISTRICT
CHARLTON FIRE DISTRICT 1
CLIFTON PARK HALFMOON FIRE DISTRICT 1
CLIFTON PARK LIBRARY DISTRICT
CORINTH CONSOLIDATED HEALTH DISTRICT
GALWAY EMS
GALWAY PUBLIC LIBRARY DISTRICT
GREENFIELD FIRE DISTRICT
HALFMOON FIRE DISTRICT 1
HALFMOON WATERFORD FIRE DISTRICT 1
HARMONY CORNERS FIRE DISTRICT
HEMSTREET PARK FIRE DISTRICT 4
JONESVILLE FIRE DISTRICT
MECHANICVILLE SCHOOL DISTRICT PUBLIC LIBRARY DISTRICT
MILTON FIRE DISTRICT 1
NORTH SIDE FIRE DISTRICT
NORTHUMBERLAND-GANSEVOORT FIRE DISTRICT
BALLSTON COMMUNITY PUBLIC LIBRARY DISTRICT
BALLSTON LAKE FIRE DISTRICT 1
BURNT HILLS FIRE DEPARTMENT
BURNT HILLS FIRE DISTRICT
CHARLTON FIRE DISTRICT 1
CLIFTON PARK HALFMOON FIRE DISTRICT 1
CLIFTON PARK LIBRARY DISTRICT
CORINTH CONSOLIDATED HEALTH DISTRICT
GALWAY EMS
GALWAY PUBLIC LIBRARY DISTRICT
GREENFIELD FIRE DISTRICT
HALFMOON FIRE DISTRICT 1
HALFMOON WATERFORD FIRE DISTRICT 1
HARMONY CORNERS FIRE DISTRICT
HEMSTREET PARK FIRE DISTRICT 4
JONESVILLE FIRE DISTRICT
MECHANICVILLE SCHOOL DISTRICT PUBLIC LIBRARY DISTRICT
MILTON FIRE DISTRICT 1
NORTH SIDE FIRE DISTRICT
NORTHUMBERLAND-GANSEVOORT FIRE DISTRICT
BALLSTON COMMUNITY PUBLIC LIBRARY DISTRICT
BALLSTON LAKE FIRE DISTRICT 1
BURNT HILLS FIRE DEPARTMENT
BURNT HILLS FIRE DISTRICT
CHARLTON FIRE DISTRICT 1
CLIFTON PARK HALFMOON FIRE DISTRICT 1
CLIFTON PARK LIBRARY DISTRICT
CORINTH CONSOLIDATED HEALTH DISTRICT
GALWAY EMS
GALWAY PUBLIC LIBRARY DISTRICT
GREENFIELD FIRE DISTRICT
HALFMOON FIRE DISTRICT 1
HALFMOON WATERFORD FIRE DISTRICT 1
HARMONY CORNERS FIRE DISTRICT
HEMSTREET PARK FIRE DISTRICT 4
JONESVILLE FIRE DISTRICT
MECHANICVILLE SCHOOL DISTRICT PUBLIC LIBRARY DISTRICT
MILTON FIRE DISTRICT 1
NORTH SIDE FIRE DISTRICT
NORTHUMBERLAND-GANSEVOORT FIRE DISTRICT
Special District
35 Active
35
Organizations
BALLSTON SPA CTL SCHOOL DIST
BURNT HILLS BALLSTON LAKE CENTRAL SCH DIST
CORINTH CENTRAL SCH DIST
EDINBURG COMMON SCH DIST
GALWAY CENTRAL SCHOOL DISTRICT
HUDSON FALLS CENTRAL SCHOOL DISTRICT
MECHANICVILLE CITY SCH
SARATOGA SPRINGS CITY SCHOOL DIST
SCHUYLERVILLE CENTRAL SCHOOL DIST
SCOTIA-GLENVILLE CENTRAL SCHOOL DISTRICT INC
SHENENDEHOWA CENTRAL SCHOOL DIST
SOUTH GLENS FALLS CENTRAL SCHOOL DIST
STILLWATER CENTRAL SCH
WATERFORD-HALFMOON UNION FREE SCHOOL DIST
BALLSTON SPA CTL SCHOOL DIST
BURNT HILLS BALLSTON LAKE CENTRAL SCH DIST
CORINTH CENTRAL SCH DIST
EDINBURG COMMON SCH DIST
GALWAY CENTRAL SCHOOL DISTRICT
HUDSON FALLS CENTRAL SCHOOL DISTRICT
MECHANICVILLE CITY SCH
SARATOGA SPRINGS CITY SCHOOL DIST
SCHUYLERVILLE CENTRAL SCHOOL DIST
SCOTIA-GLENVILLE CENTRAL SCHOOL DISTRICT INC
SHENENDEHOWA CENTRAL SCHOOL DIST
SOUTH GLENS FALLS CENTRAL SCHOOL DIST
STILLWATER CENTRAL SCH
WATERFORD-HALFMOON UNION FREE SCHOOL DIST
BALLSTON SPA CTL SCHOOL DIST
BURNT HILLS BALLSTON LAKE CENTRAL SCH DIST
CORINTH CENTRAL SCH DIST
EDINBURG COMMON SCH DIST
GALWAY CENTRAL SCHOOL DISTRICT
HUDSON FALLS CENTRAL SCHOOL DISTRICT
MECHANICVILLE CITY SCH
SARATOGA SPRINGS CITY SCHOOL DIST
SCHUYLERVILLE CENTRAL SCHOOL DIST
SCOTIA-GLENVILLE CENTRAL SCHOOL DISTRICT INC
SHENENDEHOWA CENTRAL SCHOOL DIST
SOUTH GLENS FALLS CENTRAL SCHOOL DIST
STILLWATER CENTRAL SCH
WATERFORD-HALFMOON UNION FREE SCHOOL DIST
School District
14 Active
14
Organizations
109 TAG ASSOCIATION INC
473 ADIRONDACK CHAPTER OF TROUT UNLIMITED
47 PHILA INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
700 SMILES
81359 LOCAL
8ACRE K9 RESCUE AND REHABILITATION
911 MEMORIAL OF BALLSTON SPA INC
ABC ANIMAL RESCUE
A B L E SCHOLARSHIP FOUNDATION INC
ACADEMY FOR LIFELONG LEARNING
A CAPPELLA INNOVATIONS INC
ACTION FOR EDUCATION INC
ACTION FOR HEALTH IN THE AMERICAS
109 TAG ASSOCIATION INC
473 ADIRONDACK CHAPTER OF TROUT UNLIMITED
47 PHILA INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
700 SMILES
81359 LOCAL
8ACRE K9 RESCUE AND REHABILITATION
911 MEMORIAL OF BALLSTON SPA INC
ABC ANIMAL RESCUE
A B L E SCHOLARSHIP FOUNDATION INC
ACADEMY FOR LIFELONG LEARNING
A CAPPELLA INNOVATIONS INC
ACTION FOR EDUCATION INC
ACTION FOR HEALTH IN THE AMERICAS
109 TAG ASSOCIATION INC
473 ADIRONDACK CHAPTER OF TROUT UNLIMITED
47 PHILA INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
700 SMILES
81359 LOCAL
8ACRE K9 RESCUE AND REHABILITATION
911 MEMORIAL OF BALLSTON SPA INC
ABC ANIMAL RESCUE
A B L E SCHOLARSHIP FOUNDATION INC
ACADEMY FOR LIFELONG LEARNING
A CAPPELLA INNOVATIONS INC
ACTION FOR EDUCATION INC
ACTION FOR HEALTH IN THE AMERICAS
Nonprofit Organization
1486 Active
1486
Organizations
Community Partners130 organizations
TOWN OF MOREAU
Municipal Government·FORT EDWARD
VILLAGE OF GALWAY
Municipal Government·GALWAY
VILLAGE OF ROUND LAKE
Municipal Government·ROUND LAKE
VILLAGE OF SCHUYLERVILLE
Municipal Government·SCHUYLERVILLE
VILLAGE OF STILLWATER
Municipal Government·STILLWATER
VILLAGE OF VICTORY
Municipal Government·VICTORY MILLS
VILLAGE OF WATERFORD
Municipal Government·WATERFORD
BALLSTON LAKE FIRE DISTRICT 1
Special District·BALLSTON LAKE
BURNT HILLS FIRE DEPARTMENT
Special District·BURNT HILLS
BURNT HILLS FIRE DISTRICT
Special District·BURNT HILLS
CORINTH CONSOLIDATED HEALTH DISTRICT
Special District·CORINTH
GALWAY EMS
Special District·GALWAY
HALFMOON WATERFORD FIRE DISTRICT 1
Special District·WATERFORD
HARMONY CORNERS FIRE DISTRICT
Special District·BALLSTON SPA
HEMSTREET PARK FIRE DISTRICT 4
Special District·MECHANICVILLE
JONESVILLE FIRE DISTRICT
Special District·CLIFTON PARK
NORTH SIDE FIRE DISTRICT
Special District·WATERFORD
NORTHUMBERLAND-GANSEVOORT FIRE DISTRICT
Special District·GANSEVOORT
PROVIDENCE FIRE DISTRICT
Special District·GALWAY
REXFORD FIRE DISTRICT
Special District·REXFORD
SARATOGA LAKE PROTECTION AND IMPROVEMENT DISTRICT
Special District·MALTA
STILLWATER CONSOLIDATED HEALTH DISTRICT
Special District·MECHANICVILLE
STILLWATER FIRE DISTRICT
Special District·STILLWATER
STILLWATER PUBLIC LIBRARY
Special District·STILLWATER
STILLWATER VILLAGE OF
Special District·STILLWATER
WATERFORD CONSERV HEALTH DIST
Special District·WATERFORD
WEST CHARLTON FIRE DISTRICT
Special District·AMSTERDAM
WEST CRESCENT FIRE DISTRICT
Special District·CLIFTON PARK
WILTON FIRE DISTRICT
Special District·WILTON
109 TAG ASSOCIATION INC
Nonprofit Organization·Scotia
473 ADIRONDACK CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·SCHUYLERVILLE
47 PHILA INC
Nonprofit Organization·SARATOGA SPRINGS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ballston Spa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ballston Spa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ballston Spa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ballston Spa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ballston Spa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ballston Spa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Ballston Spa
700 SMILES
Nonprofit Organization·SARATOGA SPRINGS
81359 LOCAL
Nonprofit Organization·WATERFORD
8ACRE K9 RESCUE AND REHABILITATION
Nonprofit Organization·Charlton
911 MEMORIAL OF BALLSTON SPA INC
Nonprofit Organization·Ballston Lake
ABC ANIMAL RESCUE
Nonprofit Organization·Ballston Spa
A B L E SCHOLARSHIP FOUNDATION INC
Nonprofit Organization·Clifton Park
ACADEMY FOR LIFELONG LEARNING
Nonprofit Organization·SARATOGA SPRINGS
A CAPPELLA INNOVATIONS INC
Nonprofit Organization·CLIFTON PARK
ACTION FOR EDUCATION INC
Nonprofit Organization·Scotia
ACTION FOR HEALTH IN THE AMERICAS
Nonprofit Organization·CLIFTON PARK
ACT WITH RESPECT ALWAYS INC
Nonprofit Organization·Saratoga Springs
AD ASTRA THEATRE TROUPE LIMITED
Nonprofit Organization·SARATOGA SPRINGS
ADIRONDACK ADVENTURE & WHISKEY SOCIETY INC
Nonprofit Organization·SARATOGA SPRINGS
ADIRONDACK AQUATIC CENTER INC
Nonprofit Organization·BALLSTON SPA
ADIRONDACK AS MODEL A FORD CLUB
Nonprofit Organization·Clifton Park
ADIRONDACK ASSOCIATION OF TOWNS AND VILLAGES INC
Nonprofit Organization·HADLEY
ADIRONDACK CENTER STAGE INC
Nonprofit Organization·Corinth
ADIRONDACK CHAPTER 602 E A A INC
Nonprofit Organization·Hadley
ADIRONDACK CHAPTER OF N C R S INC
Nonprofit Organization·scotia
ADIRONDACK CHAPTER OF THE NEW YORK STATE ARCHAEOLOGICAL ASSOCIATION
Nonprofit Organization·Fort Edward
ADIRONDACK FLYERZ XTREME BOOSTER CLUB
Nonprofit Organization·Fort Edward
ADIRONDACK HEAT BASEBALL INC
Nonprofit Organization·Clifton Park
ADIRONDACK LITERACY COUNCIL
Nonprofit Organization·Gansevoort
ADIRONDACK MOUNTAIN NEWS INC
Nonprofit Organization·Clifton Park
ADIRONDACK MOUNTAIN RESCUE INC
Nonprofit Organization·Clifton Park
Adirondack Save-A-Stray Inc
Nonprofit Organization·Corinth
ADIRONDACK SOARING ASSOCIATION INC
Nonprofit Organization·Ballston Spa
ADIRONDACK SOARING GROUP INC
Nonprofit Organization·Ballston Spa
Advanced Flower Capital Foundation
Nonprofit Organization·Saratoga Springs
ADVOCACY FOR GIFTED AND TALENTED EDUCATION IN NEW YORK STATE INC
Nonprofit Organization·Rexford
ADVOCACY FOR GIFTED AND TALENTED EDUCATION IN NEW YORK STATE INC
Nonprofit Organization·Scotia
ADVOCATES FOR THE SCHUYLERVILLE PUBLIC LIBRARY
Nonprofit Organization·Schuylerville
AEGIS FOR DREAMS FOUNDATION
Nonprofit Organization·Saratoga Springs
AERIALS GYMNASTICS TEAM BOOSTER CLUB
Nonprofit Organization·South Glens Falls
AFTER THE RACES CORP
Nonprofit Organization·BALLSTON SPA
AGE OF SAIL MARITIME ALLIANCE
Nonprofit Organization·Gansevoort
AIM SERVICES INC
Nonprofit Organization·SARATOGA SPRINGS
ALBANIAN-AMERICAN NATIONAL ORGANIZATION INC
Nonprofit Organization·Ballston Lake
ALBANY AREA AMATEUR ASTRONOMERS
Nonprofit Organization·Scotia
ALBANY CAPITAL DIST CHAP OF THE AMER PRODUCT & INVENT CONTROL SOC
Nonprofit Organization·Clifton Park