Wealth Management Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 23, 2026, reports $173M in regulatory assets under management, 4 employees, and 411 accounts.
Assets Under Management
$173M
Employees
4
Offices
--
Total Clients
99
Primary office
SCOTTSDALE, AZ
8550 E. SHEA BOULEVARD, SUITE 130, SCOTTSDALE, AZ, United States
Top client segmentHNWI represent 53.5% of total clients.
Top client categories% of clientsClients
1
HNWI
53.5%
53
2
Individuals
46.5%
46
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of March 23, 2026
Discretionary100.0%
$173M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$173M
Total Accounts411
10Y AUM Change+$26M (+17.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee25:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.