# Wealth Solutions, LLC

> 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.

- CRD: 126113
- Filed as: WEALTH SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jericho, NY
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126113
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-solutions-llc-jericho-ny-126113

## Quick answers

**How is Wealth Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Solutions, LLC reports these compensation arrangements: other.

**Where is Wealth Solutions, LLC located?**
Wealth Solutions, LLC's principal office is in Jericho, NY, according to its Form ADV.

**Is Wealth Solutions, LLC registered with the SEC or a state?**
Wealth Solutions, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 126113.

**Does Wealth Solutions, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): 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?
- 11.C(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126113

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Solutions, LLC (CRD 126113): Form ADV filing data as of October 2026.