CAPITAL MANAGEMENT SERVICES INC
Legal name: CMS WEALTH MANAGEMENT
CRD #105903 SEC #801-30898 WAYNE, PA 610-254-0001
SEC Registered
Total AUM
$396.9M
Discretionary
$384.1M
Employees
8
Clients
51
Accounts
904
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALDERFER, JEFFREY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALDERFER, JEFFREY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALDERFER, JEFFREY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALDERFER, JEFFREY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALDERFER, JEFFREY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| ALDERFER, JEFFREY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| BARE, STEPHANIE, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARE, STEPHANIE, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARE, STEPHANIE, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARRETT, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARRETT, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARRETT, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARRETT, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARRETT, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARRETT, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARRETT, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARRETT, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARRETT, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARRETT, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARRETT, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARRETT, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARRETT, JENNIFER, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PURTILL, MATTHEW, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SUN, DAVID, YUWEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
| FELDMAN, MICHAEL, ELLIS | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jun 6, 2025 REGISTERED
Notice Filings (11)
CA DE FL HI MD NH NJ PA TX VA VT
Address
STRAFFORD BLDG FOUR, STE 300175 STRAFFORD AVENUE
WAYNE, PA 19087-3333
United States
Phone: 610-254-0001