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Wyoming Investment Management Services, LLC (Cheyenne)


Wyoming Investment Management Services, LLC is an adviser based in Cheyenne. It manages $5.53 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2013.

Wyoming Investment Management Services provides portfolio management for individuals and small businesses, selection of other advisers, and consultation service and tax planning. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wyoming Investment Management Services: assets under management

The assets under management (AUM) of Wyoming Investment Management Services, LLC is $5.53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $263.26 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wyoming Investment Management Services, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Alvin Wilder Wadford Jr Member 1 Dec 2012 75% - 100% 6165420

Based in Cheyenne

The principal office where Wyoming Investment Management Services, LLC performs its advisory services is located at 1623 Central Avenue, Cheyenne, WY 82001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-630-2439 or by fax 307-633-9674. The normal business hours are 9 am to 4 pm on Other.


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