WEALTH MANAGEMENT STRATEGIES, INC.
Legal name: WMS WEALTH PLANNERS
CRD #305481 SEC #801-117711 PITTSBURGH, PA 412-781-7100
SEC Registered
Total AUM
$252.9M
Discretionary
$252.9M
Employees
7
Clients
101
Accounts
671
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $252.9M | $252.9M | $0 | 7 | 11 |
| Mar 2024 | $222.5M | $222.5M | $0 | 7 | 11 |
| Sep 2023 | $200.1M | $200.1M | $0 | 7 | 10 |
| Mar 2023 | $200.1M | $200.1M | $0 | 7 | 10 |
| Oct 2022 | $236.3M | $236.3M | $0 | 8 | 3 |
| Sep 2022 | $236.3M | $236.3M | $0 | 8 | 3 |
| Jul 2022 | $236.3M | $236.3M | $0 | 8 | 3 |
| May 2022 | $236.3M | $236.3M | $0 | 8 | 3 |
| Apr 2022 | $236.3M | $236.3M | $0 | 8 | 3 |
| Mar 2022 | $236.3M | $236.3M | $0 | 8 | 3 |
| Mar 2021 | $200.5M | $200.5M | $0 | 6 | 5 |
| Jun 2020 | $116M | $116M | $0 | 6 | 0 |
| May 2020 | $116M | $116M | $0 | 6 | 0 |
| Apr 2020 | $116M | $116M | $0 | 6 | 0 |
| Mar 2020 | $116M | $116M | $0 | 6 | 0 |
| Oct 2019 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$252.9M
Discretionary$252.9M
Non-Disc.$0
Employees7
Clients11
DateMar 2024
Total AUM$222.5M
Discretionary$222.5M
Non-Disc.$0
Employees7
Clients11
DateSep 2023
Total AUM$200.1M
Discretionary$200.1M
Non-Disc.$0
Employees7
Clients10
DateMar 2023
Total AUM$200.1M
Discretionary$200.1M
Non-Disc.$0
Employees7
Clients10
DateOct 2022
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees8
Clients3
DateSep 2022
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees8
Clients3
DateJul 2022
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees8
Clients3
DateMay 2022
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees8
Clients3
DateApr 2022
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees8
Clients3
DateMar 2022
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees8
Clients3
DateMar 2021
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees6
Clients5
DateJun 2020
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0