# Wealth Management Solutions

> 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.

- CRD: 296875
- Filed as: WEALTH MANAGEMENT SOLUTIONS
- Legal name: Wealth Management Solutions LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296875
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-management-solutions-296875

## Quick answers

**How is Wealth Management Solutions compensated?**
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).

**Is Wealth Management Solutions registered with the SEC or a state?**
Wealth Management Solutions is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 296875.

**How much does Wealth Management Solutions manage?**
Wealth Management Solutions reports $106,305,710 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (81% discretionary).

**What types of clients does Wealth Management Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (40).

**Which custodians does Wealth Management Solutions use?**
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.

**Does Wealth Management Solutions report any disciplinary disclosures?**
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

**What changed in Wealth Management Solutions' recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $106,305,710
- Discretionary: $85,918,632
- Non-discretionary: $20,387,078

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $57,291,185 |
| High net worth individuals | 40 | $49,014,525 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Bartlesville, OK
- Claremore, OK
- Oklahoma City, OK

### Websites listed on Form ADV (Item 1.I)
- wealthmgtsolutions.net

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Management Solutions (CRD 296875): Form ADV filing data as of October 2026.