Bryan Michael Lopez

CFA

Wms Partners, LLC

14 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Wms Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

4 clients

Average Client Portfolio

$2.3M average

Assets Under Management

$9.3M

Fee Structure

Financial Planning:Investment management only

Location

10980 Grantchester Way, Suite 220, Columbia, MD, 21044

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wms Partners, LLC

August 2025 - Present · 6 mos

Hb Wealth

January 2025 - Present · 1 yr 1 mo

Previous Registrations

Wms Partners, LLC

June 2025 - June 2025 · 0 mos

Wms Partners, LLC

August 2011 - February 2025 · 13 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.