WEALTH MANAGEMENT SOLUTIONS

RIASEC RegisteredEst. 2022

Total AUM

$173M

Discretionary

$173M

100% of AUM

Avg account

$420K

Accounts

411

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 127517
Registered since: January 18, 2022
Website: www.wmsus.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.86%
Individuals11.56%
Pension & Profit Sharing Plans5.58%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Wealth Management Solutions is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm serves individual and family clients and offers a mix of advisory fee arrangements, including percentage-of-AUM billing, hourly fees, and fixed fees. Its advisory scope includes financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients, along with pension consulting services. The firm is not positioned as a capital allocator; it also reports industry roles such as sponsor, general partner, and managing member of pooled investment vehicles, which suggests involvement beyond pure advisory work.