WS Wealth Management, LLC

Overview

WS Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and portfolio management services for individuals and small businesses. Its compensation blends a percentage-of-assets-under-management model with fixed fees. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. It operates as a single-state adviser rather than a multi-state or newly formed adviser, and it does not offer pension consulting or act as a related adviser to another entity.

Assets & Accounts

Public Holdings

Investments & Alternatives