# WEALTH MANAGEMENT SOLUTIONS, LLC

WEALTH MANAGEMENT SOLUTIONS, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 127517
- Type: SEC-registered investment adviser
- SEC file number: 801-122994
- Location: 8550 E. SHEA BOULEVARD, SUITE 130, SCOTTSDALE, AZ, 85260
- Phone: 480-609-4334
- Latest filing: 2026-05-14
- Regulatory AUM: $172.6M
- Discretionary AUM: $172.6M
- Clients: 4
- Accounts: 411

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127517/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127517/similar
- Related entities: https://search.stillhousedata.com/firm/127517/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127517

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.