# Leslie Allen

> Leslie Allen is a fee-only financial advisor at Family WMS in Athens, Georgia. Family WMS reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/leslie-allen/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Family WMS
- **Based in:** Athens, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $571.6M across 554 accounts
- **CRD:** 1350568 (https://adviserinfo.sec.gov/individual/summary/1350568)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 63 (1985), Series 65 (1993)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.familywms.com

## Frequently asked questions

### Is Leslie Allen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Leslie holds no broker registration, and Family WMS reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Leslie charge for financial advice?

Leslie's firm, Family WMS, reports charging a percentage of assets on its SEC Form ADV.

### Where is Leslie Allen based?

Leslie Allen is based in Athens, Georgia.

### Is Leslie Allen registered with the SEC?

Yes. Leslie Allen is registered as an investment adviser representative in GA and TX (CRD 1350568), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Family WMS manage?

Family WMS reports $571.6M across 554 accounts in assets under management.

### How do I contact Leslie Allen?

Through Leslie's website, www.familywms.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1350568): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.