WEALTH MANAGEMENT SERVICES,LLC

WEALTH MANAGEMENT SERVICES,LLC of SPRINGFIELD, IL is an SEC-registered investment adviser (CRD 122913). Regulatory assets under management: $14.2M.

Registration

• CRD: 122913
• Type: Registered investment adviser
• Location: 2 LAWRENCE SQUARE, SUITE B, SPRINGFIELD, IL, 62704
• Phone: 217-492-1040
• Latest filing: 2024-10-30
• Regulatory AUM: $14.2M
• Non-discretionary AUM: $14.2M
• Clients: 2
• Accounts: 36

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122913 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search