WEALTH MANAGEMENT SOLUTIONS LLC
Doing business as WEALTH MANAGEMENT SOLUTIONS. SEC Form ADV profile.
Total regulatory AUM
$106,305,710
Discretionary
$85,918,632
Non-discretionary
$20,387,078
Firm details
- CRD number
- 296875
- SEC file number
- 801-134229
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.