WEALTH MANAGEMENT SERVICES, LLC
CRD #141031 SEC #801-67036 BLOOMINGTON, MN 952-841-6556
SEC Registered
Total AUM
$48.2M
Discretionary
$44.7M
Employees
1
Clients
26
Accounts
329
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $48.2M | $44.7M | $3.5M | 1 | 26 |
| Mar 2012 | $48.2M | $44.7M | $3.5M | 1 | 26 |
| Jun 2011 | $52.3M | $52.3M | $0 | 5 | -- |
| Mar 2010 | $41M | $41M | $0 | 5 | -- |
| Mar 2008 | $38.4M | $38.4M | $0 | 5 | -- |
| Mar 2007 | $44.4M | $39.4M | $5M | 5 | -- |
| Dec 2006 | $37.3M | $37.3M | $0 | 5 | -- |
DateJun 2012
Total AUM$48.2M
Discretionary$44.7M
Non-Disc.$3.5M
Employees1
Clients26
DateMar 2012
Total AUM$48.2M
Discretionary$44.7M
Non-Disc.$3.5M
Employees1
Clients26
DateJun 2011
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$41M
Discretionary$41M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$38.4M
Discretionary$38.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$44.4M
Discretionary$39.4M
Non-Disc.$5M
Employees5
Clients--
DateDec 2006
Total AUM$37.3M
Discretionary$37.3M
Non-Disc.$0
Employees5
Clients--