Investment adviser · CRD 264793
WEALTH MANAGEMENT SOLUTIONS
Investment adviser filing (IA)
WEALTH MANAGEMENT SOLUTIONS LLC
EXTON, PA, United States · Form ADV filed Mar 26, 2024
- Regulatory AUM
- $389M Form ADV · Item 5.F
- Client accounts
- 1,803 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 130 | $271,829,130 | 69.9% |
| Individuals | 271 | $102,894,267 | 26.5% |
| Retirement plans | 12 | $13,903,951 | 3.6% |
| Corporations & businesses | Fewer than 5 | $250,000 | 0.1% |
Filing source
Form ADV 1851840 · Mar 26, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
300 NORTH POTTSTOWN PIKE, SUITE 240EXTON, PA, 19341, United States
CRD 264793
Filing source
Form ADV 1851840 · Mar 26, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.