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Christopher Watkins

Wmw Management, INC.
33 Years of Experience
Farmington, UT
5 Disclosures
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Christopher Watkins is a registered investment advisor at Wmw Management, INC., based in Farmington, UT, with 33 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $27M in assets under management.

Wmw Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$917K average
Assets Under Management
$27.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Applies to the active Asset Management Program. The Portfolio Monitoring Program is charged at 1.0% annually with a $1,000 minimum annual fee.

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

Location

722 W Shepard Lane, Suite 103, Farmington, UT, 84025

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History

Regulatory History (5)
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.
Regulatory
March 2024
Final
Customer Dispute
May 2014
Settled
Regulatory
May 2006
Final
Regulatory
May 2001
Final
Regulatory
June 2000
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christopher is the sole owner and chairman of Watkins Restaurant Group, a shell company to operate a restaurant, since 2001, dedicating a few hours per week. He is also a partner in C&M Hospitality, a restaurant operation company, since 2010, also dedicating a few hours per week.

Employment History
Current Registrations
Wmw Management, INC.
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Watkins Financial Services, INC.Broker
September 2000 - December 2023 · 23 yrs 3 mos
Emmett a Larkin Company, INC.Broker
March 2000 - October 2000 · 7 mos
Fortress Financial and Pension Services INC.Broker
March 1998 - January 2000 · 1 yr 10 mos
Dain Rauscher IncorporatedBroker
March 1998 - March 1998 · 0 mos
Wmw Management, INC.
January 1998 - December 2014 · 16 yrs 11 mos
Dain Rauscher IncorporatedBroker
May 1996 - March 1998 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - May 1996 · 2 yrs 8 mos
State Registrations1 state
UT
Advisor

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Exams
No exam information available for this advisor.
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