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WEALTH SOLUTIONS USA, LLC

CRD 293264 · SEC 801-112786

Visit website

C/ GÉNOVA, 6 - 2ª PLANTA, MADRID, FL, 28004, Spain

Phone

34 91 561 3420

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

Discretionary AUM

Team

9 total employees; 9 advisory reps; 22 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminarsFAMILY OFFICE SERVICES

Client types

TypeClientsAUM
High net worth individuals5$0
Corporations/business entities17$0

States served

FL

All web addresses on file

Official SEC filing: View on IAPD