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WEALTH MANAGEMENT SOLUTIONS
WEALTH MANAGEMENT SOLUTIONS, LLC
CRD 127517 · SEC 801-122994
8550 E. SHEA BOULEVARD, SUITE 130, SCOTTSDALE, AZ, 85260, United States
Phone
480-609-4334
Fax
480-609-4335
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.6M
Discretionary AUM
$172.6M
Team
4 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $19.9M |
| High net worth individuals | 53 | $143.0M |
States served
AZ, CA, FL
All web addresses on file
- https://www.findyourindependentadvisor.com/FindAdvisor
- https://www.wmsus.com/
- https://www.alignable.com/scottsdale-az/wealth-management-solutions#
- https://www.linkedin.com/company/wealth-management-solutions-llc/about/?viewAsMember=true
- http://www.feeonlynetwork.com/financial-advisor/david-rosenthal/
- https://www.bing.com/maps?q=wealth+management+solutions+scottsdale&qs=AS&pq=wealth+management+solutions+sc&sc=1-30&cvid=DA82DAC8
- https://us.dimensional.com/individuals/find-an-advisor-results
- https://g.page/Wealth-management-solutions-wms?share
- https://smartadvisormatch.com/advisor-network/arizona/david-rosenthal-2680280
- https://nextdoor.com/pages/wealth-management-solutions-scottsdale-az/
- https://www.facebook.com/wealth.management.solutions.13/?ref=br_rs
- https://www.employeefiduciary.com/advisor-directory/
Official SEC filing: View on IAPD