Investment adviser · CRD 117810

WARD WEALTH MANAGEMENT SERVICES, INC.

Investment adviser filing (IA)

STILLWATER, OK, United States · Form ADV filed May 3, 2012

Regulatory AUM
$32.8M
Form ADV · Item 5.F
Client accounts
261
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: May 3, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

110 WEST HALL OF FAME AVENUE
STILLWATER, OK, 74075, United States

CRD 117810

Filing source

Form ADV 643188 · May 3, 2012 · 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.