WEALTH SOLUTIONS, LLC

Overview

Wealth Solutions, LLC is organized as a limited liability company and appears to operate at the intersection of accounting and financial advice. Its single listed industry affiliation is accountant, which suggests the firm’s primary business activity centers on tax and accounting services with an advisory component rather than traditional, discretionary asset management. Regulatory indicators show the firm is not a capital allocator, not an active ESG investor, and not set up as a multi-state or pension-focused adviser. The firm’s fee structure is categorized as “other,” which often reflects hourly, project, retainer, or non-standard billing arrangements rather than straightforward AUM-based fees. Taken together, the profile points to a firm that provides financial or planning-related services alongside accounting work, likely emphasizing client-facing consulting, tax planning, or bookkeeping rather than managing pooled investment portfolios. The absence of classification as a related adviser and the accountant affiliation imply the firm’s primary value proposition is professional accounting expertise augmented by advisory capabilities.

Assets & Accounts

Location & Offices