# Wealth Management Services, LLC

> Wealth Management Services, LLC is a state-registered investment advisory firm in Bloomfield Hills, MI, registered since 2004, with no regulatory assets under management reported in its Form ADV filing dated March 12, 2025.

- CRD: 131012
- Filed as: WEALTH MANAGEMENT SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: March 12, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131012
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-management-services-llc-bloomfield-hills-mi-131012

## Quick answers

**How is Wealth Management Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Management Services, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Wealth Management Services, LLC located?**
Wealth Management Services, LLC's principal office is in Bloomfield Hills, MI, according to its Form ADV.

**Is Wealth Management Services, LLC registered with the SEC or a state?**
Wealth Management Services, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 131012.

**Does Wealth Management Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/131012

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services

### Firm details
- Registered since: 2004 (22 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthcarewms.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Management Services, LLC (CRD 131012): Form ADV filing data as of October 2026.