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William Gamello

Wpm Wealth Advisors LLC
37 Years of Experience
Saratoga Springs, NY
1 Disclosure
View SEC Summary
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William Gamello is a registered investment advisor at Wpm Wealth Advisors LLC, based in Saratoga Springs, NY, with 37 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 353 clients with $72M in assets under management.

Wpm Wealth Advisors LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
353 clients
Average Client Portfolio
$205K average
Assets Under Management
$72.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees range from 0.00% to 3.00% and are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

63 Putnam Street, Saratoga Springs, NY, 12866

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2013
View Full SEC ReportHow to Read Disclosures
Other Business Activities

William owns a residential rental unit since 2021, collecting rent, paying bills, and maintaining the property. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Wpm Wealth Advisors LLC
October 2021 - Present · 5 yrs
Previous Registrations
Dinosaur Financial Group, L.L.CBroker
April 2022 - January 2024 · 1 yr 9 mos
Dcm Advisors, LLC
April 2018 - January 2022 · 3 yrs 9 mos
Dinosaur Financial Group, L.L.CBroker
January 2018 - January 2022 · 4 yrs
Dinosaur Financial Group, L.L.CBroker
August 2015 - January 2018 · 2 yrs 5 mos
Dlg Wealth Management LLC
July 2015 - January 2018 · 2 yrs 6 mos
Ameriprise Financial Services, INC.
March 2013 - October 2013 · 7 mos
Ameriprise Financial Services, INC.Broker
February 2013 - October 2013 · 8 mos
Dinosaur Securities, L.L.C.Broker
December 2009 - February 2013 · 3 yrs 2 mos
Mcginn, Smith & CO., INC.Broker
April 2005 - December 2009 · 4 yrs 8 mos
Wachovia Securities Financial Network, LLCBroker
June 2001 - April 2005 · 3 yrs 10 mos
Auerbach, Pollak & Richardson INC.Broker
December 2000 - December 2001 · 1 yr
American Fronteer Financial CorporationBroker
January 1995 - December 2000 · 5 yrs 11 mos
Vtr Capital, INC.Broker
September 1990 - January 1995 · 4 yrs 4 mos
Mlb Investments, LTD.Broker
April 1989 - September 1990 · 1 yr 5 mos
Monmouth Investments, INC.Broker
January 1989 - September 1991 · 2 yrs 8 mos
Hibbard Brown & CO., INC.Broker
May 1988 - January 1989 · 8 mos
Sherwood Capital, INC.Broker
November 1987 - May 1988 · 6 mos
State Registrations1 state
NY
Advisor

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Exams
No exam information available for this advisor.
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