WEALTH MANAGEMENT SOLUTIONS LLC

WEALTH MANAGEMENT SOLUTIONS LLC of EXTON, PA is an SEC-registered investment adviser (CRD 264793). Regulatory assets under management: $388.9M.

Registration

• CRD: 264793
• SEC file number: 801-106607
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 264793 on SEC IAPD (source of record)
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