Wealth Management Solutions

Overview

Wealth Management Solutions is an independent registered investment adviser organized as an LLC and reported as SEC-registered in 2025. The firm is individually owned and focuses on serving individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. Its fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. Service delivery includes both discretionary and non-discretionary arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser according to the filing, and is not set up as a capital allocator. An accountant is listed among its professional affiliations, indicating coordination with tax or accounting advisors as part of client service.

Assets & Accounts

Investments & Alternatives