# WEALTH MANAGEMENT SOLUTIONS, LLC

WEALTH MANAGEMENT SOLUTIONS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 314170
- Type: SEC-registered investment adviser
- SEC file number: 801-123519
- Location: 4000 MACARTHUR BLVD, SUITE 600 EAST TOWER, NEWPORT BEACH, CA, 92660
- Phone: 949-475-9700
- Latest filing: 2024-01-30
- Regulatory AUM: $37.2M
- Discretionary AUM: $34.0M
- Non-discretionary AUM: $3.2M
- Clients: 1
- Accounts: 72

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| RIVA RICHARD ANTHONY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314170/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314170/similar
- Related entities: https://search.stillhousedata.com/firm/314170/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314170

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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.