WEALTH MANAGEMENT SOLUTIONS, LLC
CRD #314170 SEC #801-123519 NEWPORT BEACH, CA 949-475-9700
SEC Registered
Total AUM
$123.6M
Discretionary
$120.4M
Employees
1
Clients
26
Accounts
545
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $37.2M | $34M | $3.2M | 1 | 0 |
| Nov 2023 | $123.6M | $120.4M | $3.2M | 1 | 0 |
| Oct 2023 | $123.6M | $120.4M | $3.2M | 2 | 0 |
| Sep 2023 | $123.6M | $120.4M | $3.2M | 2 | 0 |
| Feb 2023 | $112.3M | $109.1M | $3.2M | 2 | 0 |
| Oct 2022 | $115.1M | $107.1M | $8M | 2 | 0 |
| Jul 2022 | $115.1M | $107.1M | $8M | 2 | 0 |
| Feb 2022 | $115.1M | $107.1M | $8M | 2 | 0 |
DateJan 2024
Total AUM$37.2M
Discretionary$34M
Non-Disc.$3.2M
Employees1
Clients0
DateNov 2023
Total AUM$123.6M
Discretionary$120.4M
Non-Disc.$3.2M
Employees1
Clients0
DateOct 2023
Total AUM$123.6M
Discretionary$120.4M
Non-Disc.$3.2M
Employees2
Clients0
DateSep 2023
Total AUM$123.6M
Discretionary$120.4M
Non-Disc.$3.2M
Employees2
Clients0
DateFeb 2023
Total AUM$112.3M
Discretionary$109.1M
Non-Disc.$3.2M
Employees2
Clients0
DateOct 2022
Total AUM$115.1M
Discretionary$107.1M
Non-Disc.$8M
Employees2
Clients0
DateJul 2022
Total AUM$115.1M
Discretionary$107.1M
Non-Disc.$8M
Employees2
Clients0
DateFeb 2022
Total AUM$115.1M
Discretionary$107.1M
Non-Disc.$8M
Employees2
Clients0