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WMS WEALTH PLANNERS
WEALTH MANAGEMENT STRATEGIES, INC.
CRD 305481 · SEC 801-117711
17 BRILLIANT AVENUE, SUITE 302, PITTSBURGH, PA, 15215, United States
Phone
412-781-7100
Fax
412-781-7101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$314.7M
Discretionary AUM
$313.9M
Team
6 total employees; 3 advisory reps; 8 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 212 | $60.9M |
| High net worth individuals | 80 | $234.2M |
States served
GA, LA, NY, OH, PA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD