DFX Intelligence
Data Factory
Reading the graph
Reading the graph
WM ADVISORS USA LLC, CRD 323133
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ENRIQUE ROBERTO WALSH | n/a | SAN SALVADOR | MIAMI, FL | 2 | 13 | n/a | no |
| ALEXIS HENRI WEILL | n/a | MIAMI, FL | SANTA TECLA | 1 | 10 | n/a | no |
| CESAR EDUARDO MIRANDA | n/a | MIAMI, FL | 1 | 14 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MIRANDA, CESAR, EDUARDO | MANAGING DIRECTOR / PRINCIPAL /CCO | D | yes | 10/2023 | Nov 2, 2023 | Aug 19, 2024 |
| WEILL, ALEXIS | Member | D | yes | 10/2023 | Nov 2, 2023 | Aug 19, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 11, 2024 | $0 | $0 | 4 | 1 | 0 | n/a | n/a |
| 2022 | May 30, 2023 | $0 | $0 | 4 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0 | $0 | n/a | n/a | n/a | 4 | 4 | 0 | 0 |