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WEALTH SOLUTIONS, INC.

CRD 35331

Visit website

21 WATERWAY AVENUE, SUITE 300, THE WOODLANDS, TX, 77380, United States

Phone

(512) 600-9880

Fax

512-524-0640

Registration

— (—)

Source

State registered

Total AUM

$53.7M

Discretionary AUM

$48.7M

Team

3 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-06-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals431$53.7M

All web addresses on file

Official SEC filing: View on IAPD