W Advisors, LLC
W Advisors, LLC is a registered investment adviser (RIA) headquartered in Germantown, Tennessee. The firm provides wealth advisory and investment services to clients, with a focus on personalized investment management and financial planning. It is managed by principals including Bobby Wade and Larry Lombardo and aims to serve individuals, families, and potentially small institutions. The firm is incorporated in Delaware and maintains its business operations in Tennessee.
Investment Strategy
W Advisors, LLC offers comprehensive client investment services, emphasizing the importance of financial knowledge and personalized wealth management. The firm provides education on topics such as financial management, retirement planning, tax strategies, and risk management. Their approach is client-centric, focusing on building long-term wealth, preserving assets, and preparing for retirement using sound savings and estate planning strategies.
Top Holdings
Equity Positions (126)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 7.55% | $13.2M | 119,545 | $83.25 | $110.10 | +$1.6M |
A AAPL | APPLE INC | 4.59% | $8.0M | 38,994 | $178.43 | $205.17 | -$625.3K |
O OEF | ISHARES TR | 4.53% | $7.9M | 25,941 | $182.04 | $304.35 | +$811.3K |
M MSFT | MICROSOFT CORP | 4.37% | $7.6M | 15,327 | $338.75 | $497.41 | +$1.7M |
S SUSL | ISHARES TR | 4.24% | $7.4M | 68,193 | $62.83 | $108.35 | +$656.8K |