Investment adviser · CRD 314170
WEALTH MANAGEMENT SOLUTIONS, LLC
Investment adviser filing (IA)
NEWPORT BEACH, CA, United States · Form ADV filed Jan 30, 2024
- Regulatory AUM
- $37.2M Form ADV · Item 5.F
- Client accounts
- 72 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 | 10 | $31,302,562 | 84.2% |
| Individuals | 16 | $5,578,260 | 15.0% |
| Corporations & businesses | Fewer than 5 | $306,796 | 0.8% |
| Charities | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1815286 · Jan 30, 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: Jan 30, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
4000 MACARTHUR BLVD, SUITE 600 EAST TOWERNEWPORT BEACH, CA, 92660, United States
CRD 314170
Filing source
Form ADV 1815286 · Jan 30, 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.