Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Wealth Solutions USA, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
WEALTH SOLUTIONS LATAM, S.L.U.Direct owner · Schedule AInterest in WEALTH SOLUTIONS USA, LLC
75%+
SINERGIA GLOBAL PARTNERS S.L.Indirect owner · Schedule BInterest in WEALTH SOLUTIONS LATAM, S.L.U.
75%+
Francisco Borja Durán CarredanoIndirect owner · Schedule BInterest in FAMILY OFFICE SOLUTIONS S.L
75%+
BOCK CAPITAL INVESTORS S.À R.L. (1)Indirect owner · Schedule BInterest in BOCK CAPITAL EU LUXEMBOURG RUNWAY S.À R.L.
75%+
BOCK CAPITAL EU ACQUISITIONS RUNWAY S.À R.L. (1)Indirect owner · Schedule BInterest in BOCK CAPITAL INVESTORS S.À R.L. (1)
75%+
TA RUNWAY LLCIndirect owner · Schedule BInterest in BOCK CAPITAL EU ACQUISITIONS RUNWAY S.À R.L. (1)
75%+
RISE HOLDCO S.À R.L.,Indirect owner · Schedule BInterest in RESTOCK TOPCO AB
75%+
RISE MIDCO S .A R.L .Indirect owner · Schedule BInterest in RISE HOLDCO S.À R.L.,
75%+
RISE TOPCO S .A R.L .Indirect owner · Schedule BInterest in RISE MIDCO S .A R.L .
75%+
KKR RISE AGGREGATOR LPIndirect owner · Schedule BInterest in RISE TOPCO S .A R.L .
75%+
KKR GROUP PARTNERSHIPIndirect owner · Schedule BInterest in KKR ASSOCIATES EUROPE VI SCSP
75%+
KKR GROUP PARTNERSHIPIndirect owner · Schedule BInterest in KKR EUROPE VI SARL
75%+
SÖDERBERG & PARTNERS HOLDING ABIndirect owner · Schedule BInterest in SINERGIA GLOBAL PARTNERS S.L.
50% to < 75%
KKR EUROPEAN FUND VI (USD) SCSPIndirect owner · Schedule BInterest in KKR EUROPE VI AGGREGATOR HOLDINGS II GP LLC
50% to < 75%
FAMILY OFFICE SOLUTIONS S.LIndirect owner · Schedule BInterest in SINERGIA GLOBAL PARTNERS S.L.
25% to < 50%
PEROLOF SÖDERBERG AKTIEBOLAGIndirect owner · Schedule BInterest in SÖDERBERG & PARTNERS HOLDING AB
25% to < 50%
BOCK CAPITAL EU LUXEMBOURG RUNWAY S.À R.L.Indirect owner · Schedule BInterest in SÖDERBERG & PARTNERS HOLDING AB
25% to < 50%
TA XIII-A, L.P.Indirect owner · Schedule BInterest in TA RUNWAY LLC
25% to < 50%
RESTOCK TOPCO ABIndirect owner · Schedule BInterest in SÖDERBERG & PARTNERS HOLDING AB
25% to < 50%
KKR EUROPE VI AGGREGATOR HOLDINGS II L.P.Indirect owner · Schedule BInterest in KKR RISE AGGREGATOR GP LLC
25% to < 50%
KKR EUROPEAN FUND VI (EUR) SCSPIndirect owner · Schedule BInterest in KKR EUROPE VI AGGREGATOR HOLDINGS II GP LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Wealth Solutions USA, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-09-01 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | WEALTH SOLUTIONS LATAM, S.L.U.AUTHORIZED MEMBERForeign entity | WEALTH SOLUTIONS USA, LLC | 75% or moreCode E | Yes | AUTHORIZED MEMBER01/2018 | Schedule APDF page 28 |
| 2 | Jorge Coca MarquésMANAGERIndividual | WEALTH SOLUTIONS USA, LLC | Less than 5%Code NA | Yes | MANAGER01/2018 | Schedule APDF page 28 |
| 3 | Francisco Borja Durán CarredanoMANAGER/CHIEF COMPLIANCE OFFICERIndividual | WEALTH SOLUTIONS USA, LLC | Less than 5%Code NA | Yes | MANAGER/CHIEF COMPLIANCE OFFICER01/2018 | Schedule APDF page 28 |
| 4 | SINERGIA GLOBAL PARTNERS S.L.SHAREHOLDERForeign entity | WEALTH SOLUTIONS LATAM, S.L.U. | 75% or moreCode E | Yes | SHAREHOLDER08/2016 | Schedule BPDF page 28 |
| 5 | FAMILY OFFICE SOLUTIONS S.LSHAREHOLDERForeign entity | SINERGIA GLOBAL PARTNERS S.L. | 25% to less than 50%Code C | Yes | SHAREHOLDER06/2016 | Schedule BPDF page 28 |
| 6 | Francisco Borja Durán CarredanoSHAREHOLDERIndividual | FAMILY OFFICE SOLUTIONS S.L | 75% or moreCode E | Yes | SHAREHOLDER07/2002 | Schedule BPDF page 28 |
| 7 | SÖDERBERG & PARTNERS HOLDING ABSHAREHOLDERForeign entity | SINERGIA GLOBAL PARTNERS S.L. | 50% to less than 75%Code D | Yes | SHAREHOLDER03/2026 | Schedule BPDF page 28 |
| 8 | PEROLOF SÖDERBERG AKTIEBOLAGSHAREHOLDERForeign entity | SÖDERBERG & PARTNERS HOLDING AB | 25% to less than 50%Code C | Yes | SHAREHOLDER09/2019 | Schedule BPDF page 28 |
| 9 | BOCK CAPITAL EU LUXEMBOURG RUNWAY S.À R.L.SHAREHOLDERForeign entity | SÖDERBERG & PARTNERS HOLDING AB | 25% to less than 50%Code C | Yes | SHAREHOLDER06/2021 | Schedule BPDF page 28 |
| 10 | BOCK CAPITAL INVESTORS S.À R.L. (1)SHAREHOLDERForeign entity | BOCK CAPITAL EU LUXEMBOURG RUNWAY S.À R.L. | 75% or moreCode E | Yes | SHAREHOLDER06/2021 | Schedule BPDF page 28 |
| 11 | BOCK CAPITAL EU ACQUISITIONS RUNWAY S.À R.L. (1)SHAREHOLDERForeign entity | BOCK CAPITAL INVESTORS S.À R.L. (1) | 75% or moreCode E | Yes | SHAREHOLDER06/2021 | Schedule BPDF page 28 |
| 12 | TA RUNWAY LLCSHAREHOLDERDomestic entity | BOCK CAPITAL EU ACQUISITIONS RUNWAY S.À R.L. (1) | 75% or moreCode E | Yes | SHAREHOLDER06/2021 | Schedule BPDF page 29 |
| 13 | TA ASSOCIATES XIII GP, L.P.ELECTED MANAGERForeign entity | TA RUNWAY LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER06/2021 | Schedule BPDF page 29 |
| 14 | TA XIII-A, L.P.MEMBERForeign entity | TA RUNWAY LLC | 25% to less than 50%Code C | Yes | MEMBER06/2021 | Schedule BPDF page 29 |
| 15 | TA ASSOCIATES XIII GP, L.P.GENERAL PARTNERForeign entity | TA XIII-A, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER02/2019 | Schedule BPDF page 29 |
| 16 | TA ASSOCIATES CAYMAN, LLCGENERAL PARTNERForeign entity | TA ASSOCIATES XIII GP, L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER02/2019 | Schedule BPDF page 29 |
| 17 | AJIT NEDUNGADIELECTED MANAGERIndividual | TA ASSOCIATES CAYMAN, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER09/2024 | Schedule BPDF page 29 |
| 18 | Jason P. WerlinELECTED MANAGERIndividual | TA ASSOCIATES CAYMAN, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER01/2023 | Schedule BPDF page 29 |
| 19 | TODD RICHARD CROCKETTELECTED MANAGERIndividual | TA ASSOCIATES CAYMAN, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER01/2026 | Schedule BPDF page 29 |
| 20 | HYTHEM TALAAT EL-NAZERELECTED MANAGERIndividual | TA ASSOCIATES CAYMAN, LLC | Percentage not specifiedCode F | Yes | ELECTED MANAGER01/2021 | Schedule BPDF page 29 |
| 21 | RESTOCK TOPCO ABSHAREHOLDERForeign entity | SÖDERBERG & PARTNERS HOLDING AB | 25% to less than 50%Code C | Yes | SHAREHOLDER04/2024 | Schedule BPDF page 29 |
| 22 | RISE HOLDCO S.À R.L.,SHAREHOLDERForeign entity | RESTOCK TOPCO AB | 75% or moreCode E | Yes | SHAREHOLDER04/2024 | Schedule BPDF page 29 |
| 23 | RISE MIDCO S .A R.L .SHAREHOLDERForeign entity | RISE HOLDCO S.À R.L., | 75% or moreCode E | Yes | SHAREHOLDER04/2024 | Schedule BPDF page 29 |
| 24 | RISE TOPCO S .A R.L .SHAREHOLDERForeign entity | RISE MIDCO S .A R.L . | 75% or moreCode E | Yes | SHAREHOLDER04/2024 | Schedule BPDF page 29 |
| 25 | KKR RISE AGGREGATOR LPSHAREHOLDERForeign entity | RISE TOPCO S .A R.L . | 75% or moreCode E | Yes | SHAREHOLDER04/2024 | Schedule BPDF page 29 |
| 26 | KKR RISE AGGREGATOR GP LLCGENERAL PARTNERDomestic entity | KKR RISE AGGREGATOR LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER04/2024 | Schedule BPDF page 29 |
| 27 | K-PEC RISE AGGREGATOR GP LIMITEDGENERAL PARTNERForeign entity | KKR RISE AGGREGATOR LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER04/2024 | Schedule BPDF page 29 |
| 28 | KKR EUROPE VI AGGREGATOR HOLDINGS II L.P.MEMBERForeign entity | KKR RISE AGGREGATOR GP LLC | 25% to less than 50%Code C | Yes | MEMBER04/2024 | Schedule BPDF page 29 |
| 29 | KKR EUROPE VI AGGREGATOR HOLDINGS II GP LLCGENERAL PARTNERDomestic entity | KKR EUROPE VI AGGREGATOR HOLDINGS II L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER04/2024 | Schedule BPDF page 29 |
| 30 | KKR EUROPEAN FUND VI (EUR) SCSPMEMBERForeign entity | KKR EUROPE VI AGGREGATOR HOLDINGS II GP LLC | 25% to less than 50%Code C | Yes | MEMBER04/2024 | Schedule BPDF page 29 |
| 31 | KKR EUROPEAN FUND VI (USD) SCSPMEMBERForeign entity | KKR EUROPE VI AGGREGATOR HOLDINGS II GP LLC | 50% to less than 75%Code D | Yes | MEMBER04/2024 | Schedule BPDF page 29 |
| 32 | KKR ASSOCIATES EUROPE VI SCSPGENERAL PARTNERForeign entity | KKR EUROPEAN FUND VI (EUR) SCSP | Percentage not specifiedCode F | Yes | GENERAL PARTNER04/2024 | Schedule BPDF page 29 |
| 33 | KKR ASSOCIATES EUROPE VI SCSPGENERAL PARTNERForeign entity | KKR EUROPEAN FUND VI (USD) SCSP | Percentage not specifiedCode F | Yes | GENERAL PARTNER04/2024 | Schedule BPDF page 29 |
| 34 | KKR EUROPE VI SARLGENERAL PARTNERForeign entity | KKR ASSOCIATES EUROPE VI SCSP | Percentage not specifiedCode F | Yes | GENERAL PARTNER04/2024 | Schedule BPDF page 29 |
| 35 | KKR GROUP PARTNERSHIPSHAREHOLDERForeign entity | KKR ASSOCIATES EUROPE VI SCSP | 75% or moreCode E | Yes | SHAREHOLDER04/2024 | Schedule BPDF page 29 |
| 36 | KKR GROUP PARTNERSHIPSHAREHOLDERForeign entity | KKR EUROPE VI SARL | 75% or moreCode E | Yes | SHAREHOLDER04/2024 | Schedule BPDF page 29 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
Item 11 responses have not been pulled yet for this RIA.
RIA or supervised-person involvementThe RIA’s response about whether these events involve the firm or its supervised persons is unavailable.RIA responseUnavailable
AFelonies2 Unavailable
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?Unavailable
- A2Been charged with a felony?Unavailable
BMisdemeanors2 Unavailable
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?Unavailable
- B2Been charged with a misdemeanor of the kind listed above?Unavailable
CSEC or CFTC actions5 Unavailable
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?Unavailable
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?Unavailable
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?Unavailable
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?Unavailable
DOther regulatory actions5 Unavailable
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?Unavailable
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?Unavailable
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?Unavailable
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?Unavailable
ESelf-regulatory organization actions4 Unavailable
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?Unavailable
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?Unavailable
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?Unavailable
FProfessional authorizations1 Unavailable
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?Unavailable
GPending regulatory proceedings1 Unavailable
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?Unavailable
HCivil judicial actions and proceedings4 Unavailable
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?Unavailable
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?Unavailable
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?Unavailable
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?Unavailable
* 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.