WM Partners, LP
SEC RegisteredBuilding Iconic Health & Wellness Brands
About the firm
WM Partners is a private equity firm focused on the health and wellness sector, comprised of former entrepreneurs and operators who provide strategic and operational expertise to lower-middle market companies. The firm has invested more than $1.1B in the health and wellness sector and manages funds with more than $1B in aggregate investor commitments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private equity investment, strategic and operational expertise, and brand building for health and wellness companies
Who they serve
Lower-middle market companies in the health and wellness sector
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 14 | $1.0B |
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WM Partners, LP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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