Wealth Management Solutions is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 13, 2026, reports $106M in regulatory assets under management, 3 employees, 3 offices, and 259 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.2% of total clients.
Top client categories% of clientsClients
1
Individuals
76.2%
128
2
HNWI
23.8%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$106Mas of January 13, 2026
Discretionary80.8%
$86M
81% of total RAUM80.8%
Non-discretionary19.2%
$20M
19% of total RAUM19.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$106M
Total Accounts259
10Y AUM Change$-10M (-8.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee56:1
10Y Employee Change0 (0.0%)
* 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.