RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 10, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KAHN, HERMANIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMANIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMANIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMANIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMANIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMANIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMAN, LAIBEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMAN, LAIBEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMAN, LAIBEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMAN, LAIBEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMAN, LAIBEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMAN, LAIBEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMAN, LAIBEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMAN, LAIBEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMAN, LAIBEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KAHN, HERMAN, LAIBEIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 10, 2025 REGISTERED

Notice Filings (7)

FL LA NY OH PA TX WV

Address

17 BRILLIANT AVENUE
SUITE 302
PITTSBURGH, PA 15215
United States
Phone: 412-781-7100