WEALTH MANAGEMENT SOLUTIONS, LLC
Legal name: WEALTH MANAGEMENT SOLUTIONS
CRD #127517 SEC #801-122994 SCOTTSDALE, AZ 480-609-4334
SEC Registered
Total AUM
$155.2M
Discretionary
$151.8M
Employees
4
Clients
51
Accounts
507
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $155.2M | $151.8M | $3.3M | 4 | 0 |
| Mar 2024 | $154.7M | $151.6M | $3M | 5 | 6 |
| Mar 2023 | $141.6M | $138.5M | $3.2M | 5 | 6 |
| Mar 2022 | $155.3M | $152.1M | $3.2M | 5 | 7 |
| Jan 2022 | $146.6M | $143.5M | $3.2M | 5 | 8 |
| Dec 2021 | $146.6M | $143.5M | $3.2M | 5 | 8 |
| Jun 2012 | $45.8M | $44.6M | $1.2M | 1 | 26 |
| Jun 2012 | $45.8M | $44.6M | $1.2M | 1 | 26 |
| Jun 2012 | $45.8M | $44.6M | $1.2M | 1 | 26 |
| Jun 2012 | $45.8M | $44.6M | $1.2M | 1 | 26 |
| Mar 2012 | $45.8M | $44.6M | $1.2M | 1 | 26 |
| Dec 2011 | $41.5M | $40.3M | $1.2M | 1 | 26 |
| Aug 2011 | $41.5M | $40.3M | $1.2M | 5 | -- |
| Mar 2011 | $72.9M | $71.7M | $1.2M | 5 | -- |
| Jan 2010 | $78.1M | $77.2M | $995K | 5 | -- |
| Jan 2008 | $63M | $62M | $950K | 5 | -- |
| Mar 2007 | $53.5M | $52.6M | $860K | 5 | -- |
| Mar 2007 | $40M | $39.4M | $650K | 5 | -- |
| Jan 2007 | $40M | $39.4M | $650K | 5 | -- |
DateMar 2025
Total AUM$155.2M
Discretionary$151.8M
Non-Disc.$3.3M
Employees4
Clients0
DateMar 2024
Total AUM$154.7M
Discretionary$151.6M
Non-Disc.$3M
Employees5
Clients6
DateMar 2023
Total AUM$141.6M
Discretionary$138.5M
Non-Disc.$3.2M
Employees5
Clients6
DateMar 2022
Total AUM$155.3M
Discretionary$152.1M
Non-Disc.$3.2M
Employees5
Clients7
DateJan 2022
Total AUM$146.6M
Discretionary$143.5M
Non-Disc.$3.2M
Employees5
Clients8
DateDec 2021
Total AUM$146.6M
Discretionary$143.5M
Non-Disc.$3.2M
Employees5
Clients8
DateJun 2012
Total AUM$45.8M
Discretionary$44.6M
Non-Disc.$1.2M
Employees1
Clients26
DateJun 2012
Total AUM$45.8M
Discretionary$44.6M
Non-Disc.$1.2M
Employees1
Clients26
DateJun 2012
Total AUM$45.8M
Discretionary$44.6M
Non-Disc.$1.2M
Employees1
Clients26
DateJun 2012
Total AUM$45.8M
Discretionary$44.6M
Non-Disc.$1.2M
Employees1
Clients26
DateMar 2012
Total AUM$45.8M
Discretionary$44.6M
Non-Disc.$1.2M
Employees1
Clients26
DateDec 2011
Total AUM$41.5M
Discretionary$40.3M
Non-Disc.$1.2M
Employees1
Clients26
DateAug 2011
Total AUM$41.5M
Discretionary$40.3M
Non-Disc.$1.2M
Employees5
Clients--
DateMar 2011
Total AUM$72.9M
Discretionary$71.7M
Non-Disc.$1.2M
Employees5
Clients--
DateJan 2010
Total AUM$78.1M
Discretionary$77.2M
Non-Disc.$995K
Employees5
Clients--
DateJan 2008
Total AUM$63M
Discretionary$62M
Non-Disc.$950K
Employees5
Clients--
DateMar 2007
Total AUM$53.5M
Discretionary$52.6M
Non-Disc.$860K
Employees5
Clients--
DateMar 2007
Total AUM$40M
Discretionary$39.4M
Non-Disc.$650K
Employees5
Clients--
DateJan 2007
Total AUM$40M
Discretionary$39.4M
Non-Disc.$650K
Employees5
Clients--