AW
Alexis H. Weill
WM ADVISORS USA LLC
SANTA TECLA, 00000
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CRD#: 4973722
AW
Professional summary
Alexis Henri Weill, who also goes by Alexis Weill, is a registered financial advisor currently at WM ADVISORS USA LLC .
Alexis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Alexis has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alexis Weill
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
WMA HOLDINGS INC - INVESTMENT RELATED. SANTA TECLA, EL SALVADOR, INVESTMENT ADVISORY IN CENTRAL AMERICA. MANAGING PARTNER.SINCE 02/2020. 130 HRS PER MONTH WMA SA DE CV - INVESTMENT RELATED. SANTA TECLA, EL SALVADOR, INVESTMENT ADVISORY IN CENTRAL AMERICA. MANAGING PARTNER.SINCE 02/2020. 40 HRS PER MONTH HOMARCA SA DE CV - NOT INVESTMENT RELATED. SANTA TECLA, EL SALVADOR. BUSINESS CONGLOMERATE. MEMBER OF STRATEGIC COMMITTEE. SINCE 05/2018. 1 HR PER MONTH. INMOBILIARIA MESOAMERICANA SA DE CV- ANTIGUO CUSCATLAN, EL SALVADOR. FINANCE / NON-BANKING. MEMBER OF THE BOARD OF DIRECTORS. SINCE 03/2020. 1 HR PER MONTH. SIGMA SA DE CV - NON INVESTMENT RELATED. ANTIGUO CUSCATLAN, EL SALVADOR. FINANCE / NON-BANKING. ADVISOR TO THE BOARD OF DIRECTORS. SINCE 03/2020. 1 HR PER MONTH. INGENIO EL ANGEL SA DE CV. NON INVESTMENT RELATED. APOPA, EL SALVADOR, SUGAR MILL.DIRECTOR OF THE BOARD. SINCE 11/2021. 1 HR PER MONTH. UASSITME. NON INVESTMENT RELATED. SAN SALVADOR, EL SALVADOR. BPO. DIRECTOR OF THE BOARD. SINCE 08/2019. 1 HR PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Alexis Henri Weill's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 2, 2025 - Present
WM ADVISORS USA LLC
Office #1: 17 Ave Norte Edf Kinetika, Nivel 8, Santa Tecla 00000RIA
CRD#: 323133
SANTA TECLA,
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/2/2025)
Current Firm
WA
WM ADVISORS USA LLC
HIGHLANDS INVESTMENT MANAGEMENT | WM ADVISORS USA LLC | WM ADVISORS LLC | HIGHLANDS INVESTMENT MANAGEMENT LLC
CRD#: 323133 / SEC#: 801-126861
RIA
Registered Investment Advisory firm - (8/27/2024 Terminated)Florida
Registered Investment Advisory firm - (8/27/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Pinecrest, FL
Mailing Address
Phone number
(786) 910-6009
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 12,292,719 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
