Wealth Management Solutions LLC
● SEC registered since 2025CRD 296875SEC# 801-134229
Reg. AUM
$106.3M
Employees
3
Accounts
259
Location
—
Wealth Management Solutions LLC assets under management
Wealth Management Solutions LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $106.3 million in regulatory assets under management and employs 3 people.
Wealth Management Solutions LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Robert Stipe Control | Managing Member And Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Wealth Management Solutions LLC manage?
Wealth Management Solutions LLC reports $106.3 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Management Solutions LLC have?
Wealth Management Solutions LLC reports 3 employees.
Does Wealth Management Solutions LLC disclose fund performance?
Wealth Management Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (918) 499-1700 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$106.3M▼ 8%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$106.3Mregulatory AUM
Discretionary $85.9MNon-discretionary $20.4M