WEALTH MANAGEMENT STRATEGIES, INC.
Doing business as WMS WEALTH PLANNERS. SEC Form ADV profile.
Total regulatory AUM
$314,658,530
Discretionary
$313,921,905
Non-discretionary
$736,625
Firm details
- CRD number
- 305481
- SEC file number
- 801-117711
- Main office
- PITTSBURGH, PA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.