WEALTH MANAGEMENT SOLUTIONS LLC
Legal name: WEALTH MANAGEMENT SOLUTIONS
CRD #264793 SEC #801-106607 EXTON, PA 610-524-7031
SEC Registered
Total AUM
$388.9M
Discretionary
$388.9M
Employees
6
Clients
101
Accounts
1,803
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $388.9M | $388.9M | $0 | 6 | 0 |
| Mar 2023 | $352.1M | $352.1M | $0 | 6 | 0 |
| Mar 2023 | $352.1M | $352.1M | $0 | 6 | 0 |
| Oct 2022 | $385.5M | $385.5M | $0 | 7 | 0 |
| Mar 2022 | $385.5M | $385.5M | $0 | 7 | 0 |
| Nov 2021 | $176.7M | $176.7M | $0 | 8 | 0 |
| Oct 2021 | $176.7M | $176.7M | $0 | 8 | 0 |
| Jul 2021 | $176.7M | $176.7M | $0 | 8 | 0 |
| Jul 2021 | $176.7M | $176.7M | $0 | 8 | 0 |
| Mar 2021 | $176.7M | $176.7M | $0 | 5 | 0 |
| Jun 2020 | $160.5M | $160.5M | $0 | 6 | 0 |
| Mar 2020 | $160.5M | $160.5M | $0 | 6 | 0 |
| Jul 2019 | $140.5M | $140.5M | $0 | 5 | 0 |
| Mar 2019 | $140.5M | $140.5M | $0 | 5 | 0 |
| Aug 2018 | $136.1M | $136.1M | $0 | 4 | 0 |
| Mar 2018 | $136.1M | $136.1M | $0 | 4 | 0 |
| Jun 2017 | $116.2M | $116.2M | $0 | 4 | 200 |
| May 2017 | $116.2M | $116.2M | $0 | 4 | 200 |
| Mar 2017 | $116.2M | $116.2M | $0 | 4 | 200 |
| Jan 2017 | $105.8M | $105.8M | $0 | 4 | 200 |
| Sep 2016 | $105.8M | $105.8M | $0 | 4 | 200 |
| Feb 2016 | $94.4M | $94.4M | $0 | 4 | 200 |
| Nov 2015 | $0 | $0 | $0 | 3 | 0 |
| Nov 2015 | $0 | $0 | $0 | 3 | 0 |
| Aug 2015 | $0 | $0 | $0 | 1 | 0 |
DateMar 2024
Total AUM$388.9M
Discretionary$388.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$352.1M
Discretionary$352.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$352.1M
Discretionary$352.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2022
Total AUM$385.5M
Discretionary$385.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$385.5M
Discretionary$385.5M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees8
Clients0
DateJul 2021
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees8
Clients0
DateJul 2021
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2017
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients200
DateMay 2017
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients200
DateMar 2017
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients200
DateJan 2017
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees4
Clients200
DateSep 2016
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees4
Clients200
DateFeb 2016
Total AUM$94.4M
Discretionary$94.4M
Non-Disc.$0
Employees4
Clients200
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0