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WEALTH MANAGEMENT SOLUTIONS

WEALTH MANAGEMENT SOLUTIONS LLC

CRD 296875 · SEC 801-134229

Visit website

KS, United States

Phone

(918) 499-1700

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$106.3M

Discretionary AUM

$85.9M

Team

3 total employees; 3 advisory reps; 128 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals128$57.3M
High net worth individuals40$49.0M

States served

KS, OK, TX

All web addresses on file

Official SEC filing: View on IAPD