WEALTH MANAGEMENT SOLUTIONS, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 127517). Regulatory assets under management: $172.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| David Scott Rosenthal | CHIEF COMPLIANCE OFFICER, PRINCIPAL, SENIOR FINANCIAL ADVISOR, MANAGING MEMBER | — |
| ROSENTHAL DAVID SCOTT | CHIEF COMPLIANCE OFFICER, PRINCIPAL, SENIOR FINANCIAL ADVISOR; CHIEF COMPLIANCE OFFICER, PRINCIPAL, SENIOR FINANCIAL ADVISOR, CO-MANAGING MEMBER; CHIEF COMPLIANCE OFFICER, PRINCIPAL, SENIOR FINANCIAL ADVISOR, MANAGING MEMBER (+2 more) | — |
| ANSPACH DANA MARIE | CO-MANAGING MEMBER, PRINCIPAL, SENIOR FINANCIAL ADVISOR; MANAGING MEMBER, PRINCIPAL, SENIOR FINANCIAL ADVISOR; MEMBER, PRINCIPAL, SENIOR FINANCIAL ADVISOR (+1 more) | — |
| ANSPACH DANA M | PRINCIPAL, SENIOR FINANCIAL ADVISOR | — |