# Wealth Solutions USA, LLC

> Wealth Solutions USA, LLC is an SEC-registered investment advisory firm in Madrid, Spain, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated September 1, 2026.

- CRD: 293264
- Filed as: WEALTH SOLUTIONS USA, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Madrid, Spain
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293264
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-solutions-usa-llc-madrid-293264

## Quick answers

**How is Wealth Solutions USA, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Solutions USA, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Wealth Solutions USA, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealth Solutions USA, LLC located?**
Wealth Solutions USA, LLC's principal office is in Madrid, Spain, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Wealth Solutions USA, LLC registered with the SEC or a state?**
Wealth Solutions USA, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 293264.

**How have Wealth Solutions USA, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealth Solutions USA, LLC: Total employees: 12 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Solutions USA, LLC serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (17); high net worth individuals (5).

**Does Wealth Solutions USA, LLC 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/293264

**Does Wealth Solutions USA, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We require a minimum of $ 10,000,000 to establish an advisory relationship."

**What changed in Wealth Solutions USA, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> At this time, Wealth Solutions USA charges a negotiable fee of up to 1.00% of average monthly net assets under our advice.

- Account minimum: $10,000,000

> We require a minimum of $ 10,000,000 to establish an advisory relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 5 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 17 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Barcelona
- Miami, FL
- Valencia

### Websites listed on Form ADV (Item 1.I)
- wealthsolutions.com
- LinkedIn @wealths

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 12 | September 4, 2021 |
| October 2022 | Not reported | 10 | February 15, 2022 |
| October 2023 | Not reported | 10 | September 8, 2023 |
| October 2024 | Not reported | 10 | February 27, 2024 |
| October 2025 | Not reported | 10 | February 21, 2025 |
| October 2026 | Not reported | 9 | September 1, 2026 |

Total employees: 12 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 10 to 9.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Solutions USA, LLC (CRD 293264): Form ADV filing data as of October 2026.