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Family officesOfficecandidate family office · candidate

WMS Partners

Hittman family family

Owings Mills, MD

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:71968360-a837-495e-9bff-83e388eed1da

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 19, 2026, 2:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 40
On other graphs: 3
Observed: Sep 12, 2026 to Sep 14, 2026
39 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

WMS Partners, LLC

Private equity manager · shared crd

RIA / Wealth Managementidentity

WMS PARTNERS, LLC

Registered adviser · shared crd

Real Estate Fundsidentity

WMS Partners, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Family served: Hittman family
13F value: $00 positions, 2025-09-30; never AUM
Investments: 0
Direct investments: 0
People: 2
Decision makers: 0derived

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Bryan Lopez	Cco	operations	unknown	n/a	yes	fact
Bryan Lopez	Chief Compliance Officer	operations	unknown	n/a	yes	fact

Relationships

Vehicle of (17)

← WMS PRIVATE EQUITY FUND I, LLCVehicleADV private fund
Mar 30, 2023 to presentfactForm ADV
← WMS PRIVATE INCOME FUND III, LLCVehicleADV private fund
Oct 14, 2021 to presentfactForm ADV
← WMS PRIVATE INCOME FUND II, LLCVehicleADV private fund
Mar 11, 2019 to presentfactForm ADV
← WMS PRIVATE INCOME FUND I, LLCVehicleADV private fund
Jan 19, 2017 to presentfactForm ADV
← WMS INCOME OPPORTUNITY FUND B, LLCVehicleADV private fund
Mar 30, 2012 to presentfactForm ADV
← WMS INCOME OPPORTUNITY FUND A, LLCVehicleADV private fund
Mar 30, 2012 to presentfactForm ADV
← WMS INCOME OPPORTUNITY FUND, LLCVehicleADV private fund
Mar 30, 2012 to presentfactForm ADV
← WMS WASHINGTON FUND, LLCVehicleADV private fund
Mar 30, 2012 to presentfactForm ADV
← WMS REAL ESTATE OPPORTUNITY FUND, LLCVehicleADV private fund
Mar 30, 2012 to presentfactForm ADV
← WMS CHESTNUT FUND, LLC - PORTFOLIO 1VehicleADV private fund
Mar 30, 2017 to Oct 14, 2021factForm ADV
← WMS FAIRMOUNT FUND, LLC - SHORT TERM TRANCHEVehicleADV private fund
Mar 28, 2014 to Oct 14, 2021factForm ADV
← WMS SUSQUEHANNA FUND, LLC - TRANCHE 1VehicleADV private fund
Mar 28, 2014 to Oct 14, 2021factForm ADV
← WMS ALLEGHENY FUND, LLC TRANCHE 1VehicleADV private fund
Mar 28, 2014 to Mar 28, 2016factForm ADV
← WMS DULANEY FUND LLCVehicleADV private fund
Dec 3, 2012 to Mar 28, 2014factForm ADV
← WMS VENDERE FUND LLCVehicleADV private fund
Jul 10, 2012 to Mar 28, 2014factForm ADV
← WMS VENTURE PARTNERS, LLCVehicleADV private fund
Mar 30, 2012 to Mar 29, 2018factForm ADV
← WMS COURTLAND FUND, LLCVehicleADV private fund
Mar 30, 2012 to Apr 1, 2013factForm ADV

Employs (1)

→ Bryan LopezPersonChief Compliance Officer
factForm 13F

Related to (2)

← Dupkin Educational & Charitable Foundation IncFoundationIn care of
inferenceForm 990-PF
← Hittman Family Foundation IncFoundationIn care of
inferenceForm 990-PF

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
WMS Partners LLC named as in-care-of on Hittman Family Foundation Inc ($37,083,024 in assets)
Occurred
Nov 13, 2025
WMS Partners, LLC reported $0 across 0 13(f) positions for the quarter ended 2025-09-30
Occurred
Jul 30, 2025
WMS Partners, LLC reported $0 across 0 13(f) positions for the quarter ended 2025-06-30
Occurred
May 7, 2025
WMS Partners, LLC reported $0 across 0 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
WMS Partners, LLC exited Apple Inc (was $65,884,163, 263,095 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited American Centy Etf Tr (was $15,804,809, 243,188 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Amazon Com Inc (was $11,132,288, 50,742 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Invesco Exchange Traded Fd T (was $4,786,804, 127,921 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited American Centy Etf Tr (was $71,081,689, 736,369 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited American Centy Etf Tr (was $102,011,604, 1,052,425 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Ishares Tr (was $4,713,201, 14,630 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Berkshire Hathaway Inc Del (was $7,242,962, 15,979 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Brookfield Corp (was $4,757,607, 82,813 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Coca Cola Co (was $2,582,046, 41,472 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Uber Technologies Inc (was $3,515,631, 58,283 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Goldman Sachs Etf Tr (was $55,036,531, 1,724,202 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Goldman Sachs Etf Tr (was $103,343,923, 3,099,698 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Goldman Sachs Etf Tr (was $110,245,799, 957,161 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Vanguard Whitehall Fds (was $4,051,632, 50,652 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Invesco Exchange Traded Fd T (was $2,355,260, 13,441 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Ishares Gold Tr (was $4,671,120, 94,347 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Ishares Tr (was $2,629,145, 6,547 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Price T Rowe Group Inc (was $108,492,482, 959,346 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Ishares Tr (was $43,122,640, 374,263 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Ishares Tr (was $7,197,580, 61,256 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Johnson & Johnson (was $8,460,722, 58,503 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited KKR & Co Inc (was $7,020,549, 47,465 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Mccormick & Co Inc (was $2,785,271, 36,745 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Mccormick & Co Inc (was $3,274,276, 42,947 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Mcdonalds Corp (was $5,689,229, 19,625 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Microsoft Corp (was $42,813,822, 101,575 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Costco Whsl Corp New (was $2,486,757, 2,714 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Ryan Specialty Holdings Inc (was $3,500,634, 54,561 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Spdr S&p 500 Etf Tr (was $8,713,293, 14,867 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited American Centy Etf Tr (was $8,739,017, 134,281 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Unitedhealth Group Inc (was $3,790,409, 7,493 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Vanguard Specialized Funds (was $69,166,160, 353,195 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Vanguard Bd Index Fds (was $2,232,446, 31,045 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited American Centy Etf Tr (was $121,609,669, 1,981,582 shares)
Occurred
Mar 31, 2025
WMS Partners, LLC exited Abbott Labs (was $6,493,306, 57,407 shares)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 office address (Form 13F) · as of 2025-11-13

Bryan Lopez
Chief Compliance Officer · Revealable: 2 business phones (Form 13F)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:71968360-a837-495e-9bff-83e388eed1da
First observed: Sep 12, 2026
Last observed: Sep 14, 2026 4 days ago
Source families: Federal regulator filings, DFX's own graph
6 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WMS Partners

Hittman family family

Owings Mills, MD

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:71968360-a837-495e-9bff-83e388eed1da

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 19, 2026, 2:00 PM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

Bryan Lopez

Cco

operations

unknown

n/a

yes

fact

Bryan Lopez

Chief Compliance Officer

operations

unknown

n/a

yes

fact