Leslie Allen
Family WMS · Athens, Georgia
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.
Request an introduction to Leslie →
Facts
| Firm | Family WMS |
|---|---|
| Based in | Athens, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $571.6M across 554 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 1350568 |
| Exams passed | Series 63 (1985) · Series 65 (1993) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.familywms.com |
How Leslie's firm compares
- Family WMS's average account is about $1.0 million, from its Form ADV (assets managed divided by 554 accounts).
Request an introduction to Leslie
Tell Leslie a little about what you're looking for. Leslie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Leslie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.