Investment adviser · CRD 141031

WEALTH MANAGEMENT SERVICES, LLC

Investment adviser filing (IA)

BLOOMINGTON, MN, United States · Form ADV filed Jun 12, 2012

Regulatory AUM
$48.2M
Form ADV · Item 5.F
Client accounts
329
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: Jun 12, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

8400 NORMANDALE LAKE BLVD., SUITE 920
BLOOMINGTON, MN, 55437, United States

CRD 141031

Filing source

Form ADV 631764 · Jun 12, 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.