WEALTH MANAGEMENT SOLUTIONS LLC

WEALTH MANAGEMENT SOLUTIONS LLC is an SEC-registered investment adviser (CRD 296875). Regulatory assets under management: $106.3M.

Registration

• CRD: 296875
• SEC file number: 801-134229
• Type: Registered investment adviser
• Phone: (918) 499-1700
• Latest filing: 2026-01-13
• Regulatory AUM: $106.3M
• Discretionary AUM: $85.9M
• Non-discretionary AUM: $20.4M
• Clients: 3
• Accounts: 259

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

Branch offices (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296875 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search