{
  "crd_number": 35331,
  "slug": "wealth-solutions-inc-the-woodlands-tx-35331",
  "primary_business_name": "WEALTH SOLUTIONS, INC.",
  "legal_name": "WEALTH SOLUTIONS, INC.",
  "dbas": [],
  "city": "The Woodlands",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1994-04-15",
  "years_registered": 32,
  "period": "2026-10-01",
  "filing_date": "2026-06-10",
  "carried_forward": false,
  "raum_total": 53683345.0,
  "raum_discretionary": 48712894.0,
  "raum_non_discretionary": 4970451.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 53683345.0,
      "count": 431
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 8,
  "states_registered": [
    "AR",
    "LA",
    "TX"
  ],
  "websites": [
    "https://behance.net/richard-blair",
    "https://bsky.app/profile/richard-blair.bsky.social",
    "https://crunchbase.com/person/richard-blair-08d8",
    "https://facebook.com/p/Richard-Blair-Wealth-Solutions-61580640414669",
    "https://instagram.com/blairwealthsolutions",
    "https://linkedin.com/company/wealth-solutions-inc/posts?feedView=all",
    "https://linkedin.com/in/richard-blair-bb6772108",
    "https://pinterest.com/richardblair10",
    "https://richard-blair.medium.com",
    "https://richard-blair.tumblr.com",
    "https://richardblair0.wordpress.com",
    "https://richardblairtx.com",
    "https://wealthsolutionsria.com",
    "https://x.com/RickyBla92697"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/35331",
  "disclosure_items": [
    {
      "item": "11.C(1)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.E(1)",
      "question": "Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "THE WOODLANDS",
  "url": "https://advisorcensus.com/firm/wealth-solutions-inc-the-woodlands-tx-35331",
  "display_name": "Wealth Solutions, Inc.",
  "summary": "Wealth Solutions, Inc. is a state-registered investment advisory firm in The Woodlands, TX, registered since 1994, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.",
  "citation": "AdvisorCensus. Wealth Solutions, Inc. (CRD 35331): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "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 Solutions, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Wealth Solutions, Inc. located?",
      "a": "Wealth Solutions, Inc.'s principal office is in The Woodlands, TX, according to its Form ADV."
    },
    {
      "q": "Is Wealth Solutions, Inc. registered with the SEC or a state?",
      "a": "Wealth Solutions, Inc. is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 35331."
    },
    {
      "q": "How much does Wealth Solutions, Inc. manage?",
      "a": "Wealth Solutions, Inc. reports $53,683,345 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (91% discretionary)."
    },
    {
      "q": "What types of clients does Wealth Solutions, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (431)."
    },
    {
      "q": "Does Wealth Solutions, Inc. report any disciplinary disclosures?",
      "a": "Reports 8 disclosure items on Form ADV Item 11: yes answers to 8 questions about regulatory matters (11.C(1), 11.C(2), 11.C(4), 11.C(5), 11.D(2), 11.E(1), 11.E(2), 11.E(4)). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/35331"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wealth-solutions-inc-the-woodlands-tx-35331.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 431,
      "fewer_than_5": false,
      "raum": 53683345.0
    }
  ],
  "disclosure_line": "Reports 8 disclosure items on Form ADV Item 11.",
  "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/35331",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}