{
  "crd_number": 126113,
  "slug": "wealth-solutions-llc-jericho-ny-126113",
  "primary_business_name": "WEALTH SOLUTIONS, LLC",
  "legal_name": "WEALTH SOLUTIONS, LLC",
  "dbas": [],
  "city": "Jericho",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-02-08",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/126113",
  "disclosure_items": [
    {
      "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(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?"
    }
  ],
  "city_as_filed": "JERICHO",
  "url": "https://advisorcensus.com/firm/wealth-solutions-llc-jericho-ny-126113",
  "display_name": "Wealth Solutions, LLC",
  "summary": "Wealth Solutions, LLC is a state-registered investment advisory firm in Jericho, NY, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Wealth Solutions, LLC (CRD 126113): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Solutions, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Solutions, LLC reports these compensation arrangements: other."
    },
    {
      "q": "Where is Wealth Solutions, LLC located?",
      "a": "Wealth Solutions, LLC's principal office is in Jericho, NY, according to its Form ADV."
    },
    {
      "q": "Is Wealth Solutions, LLC registered with the SEC or a state?",
      "a": "Wealth Solutions, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 126113."
    },
    {
      "q": "Does Wealth Solutions, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation) and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). 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/126113"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wealth-solutions-llc-jericho-ny-126113.md",
  "clients": [],
  "disclosure_line": "Reports 2 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/126113",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}