LP Profile

WMS Partners

Also known as WMS

Wealth ManagerTowson, United StatesFounded 1993
$6.0B
Assets Under Management
Towson
Headquarters
Investment Focus

About WMS Partners

WMS Partners is a multi-family office and wealth management firm in Towson, Maryland. It offers comprehensive family office and financial advisory services to individuals and families with substantial wealth, working proactively with service providers such as accountants, attorneys, consultants, insurance professionals and philanthropic advisors. WMS has 25 years of experience guiding families through the complexities of wealth with sophisticated planning and investing. Its approach is open: it partners with clients' accountants, attorneys and other advisors, and picks the most compelling investments from outside managers.

Preferred Investment Types

BuyoutPrivate EquityFund of FundsGrowth/ExpansionReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
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FAQ

Frequently asked questions

What type of investor is WMS Partners?

WMS Partners is a wealth manager based in Towson, United States, managing approximately $6.0B in assets.

Where is WMS Partners headquartered?

WMS Partners is headquartered in Towson, United States.

How much does WMS Partners manage?

WMS Partners manages approximately $6.0B in assets under management.

When was WMS Partners founded?

WMS Partners was founded in 1993.

What does WMS Partners invest in?

WMS Partners focuses on Buyout, Private Equity, Fund of Funds, Growth/Expansion, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage.

How can I contact WMS Partners?

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