WEALTH MANAGEMENT SOLUTIONS, LLC

WEALTH MANAGEMENT SOLUTIONS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 314170). Regulatory assets under management: $37.2M.

Registration

• CRD: 314170
• SEC file number: 801-123519
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 314170 on SEC IAPD (source of record)
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