# Wealth Management Services,llc

> Wealth Management Services,llc is a state-registered investment advisory firm in Springfield, IL, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 30, 2024.

- CRD: 122913
- Filed as: WEALTH MANAGEMENT SERVICES,LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Springfield, IL
- Filing period: October 2026
- Form ADV filing dated: October 30, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122913
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-management-services-llc-springfield-il-122913

## 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: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wealth Management Services,llc located?**
Wealth Management Services,llc's principal office is in Springfield, IL, 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 1999. Status as filed: APPROVED. CRD 122913.

**How much does Wealth Management Services,llc manage?**
Wealth Management Services,llc reports $14,211,018 in regulatory assets under management in its Form ADV filing dated October 30, 2024 (0% discretionary).

**What types of clients does Wealth Management Services,llc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (12).

**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/122913

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $14,211,018
- Discretionary: $0
- Non-discretionary: $14,211,018

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $2,097,108 |
| High net worth individuals | 12 | $12,113,910 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 1999 (27 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Management Services,llc (CRD 122913): Form ADV filing data as of October 2026.