William
Gamello

Wpm Wealth Advisors LLC

CRD#1722812
Investment Advisor
in Saratoga Springs, NY

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About this Advisor

William Gamello is a financial advisor based in Saratoga Springs, New York, working with Wpm Wealth Advisors LLC. William has previously held positions at Dlg Wealth Management LLC, Dinosaur Financial Group LLC, Dcm Advisors LLC, Wpm Wealth Advisors LLC, and Dinosaur Financial Group. William has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, William is part of Wpm Wealth Advisors LLC, which operates out of Saratoga Springs, New York. The firm has 1 office and 3 employees. The firm manages assets totaling $54.3 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Wpm Wealth Advisors LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

63 Putnam Street Suite 202
Saratoga Springs, NY 12866

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Wpm Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$54,272,776

NY Average: $7,464,549,021
Total Number of Employees

3

NY Average: 88
Total Number of Accounts

309

NY Average: 3,892
Average Account Size

$175,640

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

William Gamello Work History

2021 - Present (4 years)

Wpm Wealth Advisors LLC

2022 - 2024 (2 years)

Dinosaur Financial Group

2018 - 2024 (6 years)

Dinosaur Financial Group LLC

2018 - 2021 (3 years)

Dcm Advisors LLC

2013 - 2018 (5 years)

Dlg Wealth Management LLC

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Disclosures

Please visit the SEC profile of William Gamello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wpm Wealth Advisors LLC

William Gamello
Saratoga Springs, NY
Manuel Choy
Saratoga Springs, NY
Sandy Moi
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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