# WEALTH MANAGEMENT SOLUTIONS LLC

WEALTH MANAGEMENT SOLUTIONS LLC of EXTON, PA is an SEC-registered investment adviser.

## Registration

- CRD: 264793
- Type: SEC-registered investment adviser
- SEC file number: 801-106607
- Location: 300 NORTH POTTSTOWN PIKE, SUITE 240, EXTON, PA, 19341
- Phone: 610-524-7031
- Latest filing: 2024-03-26
- Regulatory AUM: $388.9M
- Discretionary AUM: $388.9M
- Clients: 6
- Accounts: 1,803

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| HOPKINS MARTIN LLEWELLYN | CEO & CCO; MEMBER; TRUSTEE | — |
| ZGRAJEWICZ EMILIE SWAYZE | PRINCIPAL/CCO | — |
| SACCHETTI CARL MICHAEL | PRINCIPAL | — |
| HAPPONEN MARKKU TANELI | MEMBER; PRESIDENT; PRINCIPAL/CCO | — |
| WEST R JOHN | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/264793/brochure
- Similar advisers: https://search.stillhousedata.com/firm/264793/similar
- Related entities: https://search.stillhousedata.com/firm/264793/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/264793

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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.