WEALTH MANAGEMENT SERVICES INC.

WEALTH MANAGEMENT SERVICES INC. is an SEC-registered investment adviser (CRD 164379). Regulatory assets under management: $4.2M.

Registration

• CRD: 164379
• Type: Registered investment adviser
• Phone: 941-400-7912
• Latest filing: 2026-06-25
• Regulatory AUM: $4.2M
• Discretionary AUM: $4.2M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164379 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search