Wilbanks Smith & Thomas Asset Management LLC

www.wstam.com

Founded in 1990, Wilbanks Smith & Thomas Asset Management, LLC (WST) is an SEC-registered investment advisory firm that offers asset management solutions for taxable clients as well as a range of institutional client types including endowments, foundations, pensions and profit-sharing plans. Based in Norfolk, Virginia, the firm manages over $4.6 billion in assets as of December 31, 2021 across wealth management, institutional advisory/ consulting, and advisor solutions (sub-advisory) channels. WST Capital Management, a division of WST, is an ETF strategist offering a platform of risk-managed, model-based asset class investment solutions. For over three decades, we have been privileged by the trust and partnership of our clients, each one of which represents a unique set of circumstances and aspirations. We approach each relationship accordingly. Every member of our firm is dedicated to and defined by our clients' trust and the achievement of their goals. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

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Founded in 1990, Wilbanks Smith & Thomas Asset Management, LLC (WST) is an SEC-registered investment advisory firm that offers asset management solutions for taxable clients as well as a range of institutional client types including endowments, foundations, pensions and profit-sharing plans. Based in Norfolk, Virginia, the firm manages over $4.6 billion in assets as of December 31, 2021 across wealth management, institutional advisory/ consulting, and advisor solutions (sub-advisory) channels. WST Capital Management, a division of WST, is an ETF strategist offering a platform of risk-managed, model-based asset class investment solutions. For over three decades, we have been privileged by the trust and partnership of our clients, each one of which represents a unique set of circumstances and aspirations. We approach each relationship accordingly. Every member of our firm is dedicated to and defined by our clients' trust and the achievement of their goals. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

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Country

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State

Virginia

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City (Headquarters)

Norfolk

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Employees

11-50

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Founded

1990

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Chief Operations Officer

    Email ****** @****.com
    Phone (***) ****-****
  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Performance and Technology

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Quantitative Strategies

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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