Overview
Assets Under Management: $155 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 53
Average Client Assets: $2 million
Frequently Asked Questions
WEALTH MANAGEMENT SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127517), WEALTH MANAGEMENT SOLUTIONS, LLC is subject to fiduciary duty under federal law.
WEALTH MANAGEMENT SOLUTIONS, LLC is headquartered in SCOTTSDALE, AZ.
WEALTH MANAGEMENT SOLUTIONS, LLC serves 53 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, WEALTH MANAGEMENT SOLUTIONS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WEALTH MANAGEMENT SOLUTIONS, LLC manages $155 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, WEALTH MANAGEMENT SOLUTIONS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 558
Discretionary Accounts: 557
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 127517
Last Filing Date: 2024-03-29 00:00:00
Website: https://wmsus.com