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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2024
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAPPONEN, MARKKU, TANELI | I | PRESIDENT | NA | Control |
| HAPPONEN, MARKKU, TANELI | I | PRESIDENT | NA | Control |
| HAPPONEN, MARKKU, TANELI | I | PRESIDENT | NA | Control |
| HAPPONEN, MARKKU, TANELI | I | PRESIDENT | NA | Control |
| HAPPONEN, MARKKU, TANELI | I | PRESIDENT | NA | Control |
| HAPPONEN, MARKKU, TANELI | I | PRESIDENT | NA | Control |
| HAPPONEN, MARKKU, TANELI | I | PRESIDENT | NA | Control |
| HAPPONEN, MARKKU, TANELI | I | PRESIDENT | NA | Control |
| HAPPONEN, MARKKU, TANELI | I | PRESIDENT | NA | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | CEO & CCO | NA | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | CEO & CCO | NA | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | CEO & CCO | NA | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | CEO & CCO | NA | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | CEO & CCO | NA | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | CEO & CCO | NA | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | CEO & CCO | NA | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | CEO & CCO | NA | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | CEO & CCO | NA | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | E | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | E | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | E | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | E | Control |
| ZGRAJEWICZ, EMILIE, SWAYZE | I | PRINCIPAL/CCO | E | Control |
| SILVER BIRCH PARTNERS, LLC | DE | MEMBER | D | Control |
| SILVER BIRCH PARTNERS, LLC | DE | MEMBER | D | Control |
| SILVER BIRCH PARTNERS, LLC | DE | MEMBER | D | Control |
| SILVER BIRCH PARTNERS, LLC | DE | MEMBER | D | Control |
| SILVER BIRCH PARTNERS, LLC | DE | MEMBER | D | Control |
| SILVER BIRCH PARTNERS, LLC | DE | MEMBER | D | Control |
| SILVER BIRCH PARTNERS, LLC | DE | MEMBER | D | Control |
| SILVER BIRCH PARTNERS, LLC | DE | MEMBER | D | Control |
| SILVER BIRCH PARTNERS, LLC | DE | MEMBER | D | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | C | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | C | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | C | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | C | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | C | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | C | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | C | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | C | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | C | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | C | Control |
| HAPPONEN, MARKKU, TANELI | I | PRINCIPAL/CCO | C | Control |
| M.L. HOPKINS & CO., LLC | DE | MEMBER | C | Control |
| M.L. HOPKINS & CO., LLC | DE | MEMBER | C | Control |
| M.L. HOPKINS & CO., LLC | DE | MEMBER | C | Control |
| M.L. HOPKINS & CO., LLC | DE | MEMBER | C | Control |
| M.L. HOPKINS & CO., LLC | DE | MEMBER | C | Control |
| M.L. HOPKINS & CO., LLC | DE | MEMBER | C | Control |
| M.L. HOPKINS & CO., LLC | DE | MEMBER | C | Control |
| M.L. HOPKINS & CO., LLC | DE | MEMBER | C | Control |
| M.L. HOPKINS & CO., LLC | DE | MEMBER | C | Control |
| SACCHETTI, CARL, MICHAEL | I | PRINCIPAL | C | Control |
| SACCHETTI, CARL, MICHAEL | I | PRINCIPAL | C | Control |
| SACCHETTI, CARL, MICHAEL | I | PRINCIPAL | C | Control |
| SACCHETTI, CARL, MICHAEL | I | PRINCIPAL | C | Control |
| SACCHETTI, CARL, MICHAEL | I | PRINCIPAL | C | Control |
| SACCHETTI, CARL, MICHAEL | I | PRINCIPAL | C | Control |
| SACCHETTI, CARL, MICHAEL | I | PRINCIPAL | C | Control |
| SACCHETTI, CARL, MICHAEL | I | PRINCIPAL | C | Control |
| SACCHETTI, CARL, MICHAEL | I | PRINCIPAL | C | Control |
| SACCHETTI, CARL, MICHAEL | I | PRINCIPAL | C | Control |
| SACCHETTI, CARL, MICHAEL | I | PRINCIPAL | C | Control |
| WEST, R, JOHN | I | PRINCIPAL | C | Control |
| WEST, R, JOHN | I | PRINCIPAL | C | Control |
| WEST, R, JOHN | I | PRINCIPAL | C | Control |
| WEST, R, JOHN | I | PRINCIPAL | C | Control |
| WEST, R, JOHN | I | PRINCIPAL | C | Control |
| WEST, R, JOHN | I | PRINCIPAL | C | Control |
| WEST, R, JOHN | I | PRINCIPAL | C | Control |
| WEST, R, JOHN | I | PRINCIPAL | C | Control |
| WEST, R, JOHN | I | PRINCIPAL | C | Control |
| WEST, R, JOHN | I | PRINCIPAL | C | Control |
| WEST, R, JOHN | I | PRINCIPAL | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HOPKINS, MARTIN, LLEWELLYN | I | MARTIN LLEWELLYN HOPKINS REVOCABLE TRUST | F | Control |
| HAPPONEN, MARKKU, TANELI | I | SILVER BIRCH PARTNERS, LLC | E | Control |
| HAPPONEN, MARKKU, TANELI | I | SILVER BIRCH PARTNERS, LLC | E | Control |
| HAPPONEN, MARKKU, TANELI | I | SILVER BIRCH PARTNERS, LLC | E | Control |
| HAPPONEN, MARKKU, TANELI | I | SILVER BIRCH PARTNERS, LLC | E | Control |
| HAPPONEN, MARKKU, TANELI | I | SILVER BIRCH PARTNERS, LLC | E | Control |
| HAPPONEN, MARKKU, TANELI | I | SILVER BIRCH PARTNERS, LLC | E | Control |
| HAPPONEN, MARKKU, TANELI | I | SILVER BIRCH PARTNERS, LLC | E | Control |
| HAPPONEN, MARKKU, TANELI | I | SILVER BIRCH PARTNERS, LLC | E | Control |
| HAPPONEN, MARKKU, TANELI | I | SILVER BIRCH PARTNERS, LLC | E | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | M.L. HOPKINS & CO., LLC | E | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | M.L. HOPKINS & CO., LLC | E | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | M.L. HOPKINS & CO., LLC | E | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | M.L. HOPKINS & CO., LLC | E | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | M.L. HOPKINS & CO., LLC | E | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | M.L. HOPKINS & CO., LLC | E | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | M.L. HOPKINS & CO., LLC | E | Control |
| HOPKINS, MARTIN, LLEWELLYN | I | M.L. HOPKINS & CO., LLC | E | Control |
| MARTIN LLEWELLYN HOPKINS REVOCABLE TRUST | DE | M.L. HOPKINS & CO., LLC | E | Control |
Registrations
Federal
IA
Mar 26, 2024 REGISTERED
Notice Filings (14)
DC DE FL GA MD NC NE NH NJ NY PA SC TX VA
Address
300 NORTH POTTSTOWN PIKESUITE 240
EXTON, PA 19341
United States
Phone: 610-524-7031