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WEALTH MANAGEMENT SERVICES,LLC
CRD 122913
2 LAWRENCE SQUARE, SUITE B, SPRINGFIELD, IL, 62704, United States
Phone
217-492-1040
Fax
217-522-6806
Registration
— (—)
Source
State registered
Total AUM
$14.2M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2024-10-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $2.1M |
| High net worth individuals | 12 | $12.1M |
Official SEC filing: View on IAPD