WEALTH SOLUTIONS, INC.

WEALTH SOLUTIONS, INC. of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 35331). Regulatory assets under management: $53.7M.

Registration

• CRD: 35331
• Type: Registered investment adviser
• Location: 21 WATERWAY AVENUE, THE WOODLANDS, TX, 77380
• Phone: (512) 600-9880
• Latest filing: 2026-06-10
• Regulatory AUM: $53.7M
• Discretionary AUM: $48.7M
• Non-discretionary AUM: $5.0M
• Clients: 3
• Accounts: 996

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 35331 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search