Assets Under Management
$155.2M
Number of Clients
104
Number of Advisors
1
Average Client AUM
$1.5M
AUM per Advisor
$155.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wealth Management Solutions, LLC (WMS) offers investment advice and financial planning on a fee-only basis. Services include comprehensive financial planning, hourly planning, and investment management. WMS manages investments in a discretionary capacity, primarily using mutual funds and ETFs. They also provide consulting for 401(k) plans.
8550 E. Shea Boulevard, Suite 130, Scottsdale, AZ, 85260