{
  "crd_number": 296875,
  "slug": "wealth-management-solutions-296875",
  "primary_business_name": "WEALTH MANAGEMENT SOLUTIONS",
  "legal_name": "WEALTH MANAGEMENT SOLUTIONS LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-08-25",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-01-13",
  "carried_forward": false,
  "raum_total": 106305710.0,
  "raum_discretionary": 85918632.0,
  "raum_non_discretionary": 20387078.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 57291185.0,
      "count": 128
    },
    "high_net_worth_individuals": {
      "raum": 49014525.0,
      "count": 40
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "KS",
    "OK",
    "TX"
  ],
  "websites": [
    "https://wealthmgtsolutions.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296875",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/wealth-management-solutions-296875",
  "display_name": "Wealth Management Solutions",
  "summary": "Wealth Management Solutions is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.",
  "citation": "AdvisorCensus. Wealth Management Solutions (CRD 296875): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Management Solutions compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Management Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Wealth Management Solutions registered with the SEC or a state?",
      "a": "Wealth Management Solutions is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 296875."
    },
    {
      "q": "How much does Wealth Management Solutions manage?",
      "a": "Wealth Management Solutions reports $106,305,710 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (81% discretionary)."
    },
    {
      "q": "What types of clients does Wealth Management Solutions serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (40)."
    },
    {
      "q": "Which custodians does Wealth Management Solutions use?",
      "a": "Wealth Management Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wealth Management Solutions report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296875"
    },
    {
      "q": "What changed in Wealth Management Solutions' recent Form ADV filings?",
      "a": "In the December 2025 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wealth-management-solutions-296875.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 128,
      "fewer_than_5": false,
      "raum": 57291185.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 49014525.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296875",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}