Tech stack
No one at Wwm Advisory Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Vanguard
Per Form ADV · $68M held · filed Mar 2024
Morgan Stanley
Per Form ADV · $53M held · filed Mar 2024
Merrill
Per Form ADV · $45M held · filed Mar 2024