Wealth Management Solutions, LLC
● SEC registered since 2022CRD 127517SEC# 801-122994Scottsdale, AZ
Reg. AUM
$172.6M
Employees
4
Accounts
411
Location
Scottsdale, AZ
Wealth Management Solutions, LLC assets under management
Wealth Management Solutions, LLC is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2022. It reports $172.6 million in regulatory assets under management and employs 4 people.
Wealth Management Solutions, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Scott Rosenthal Control | Chief Compliance Officer, Principal, Senior Financial Advisor, Managing Member | Over 75% | 2003 |
Frequently asked questions
How much does Wealth Management Solutions, LLC manage?
Wealth Management Solutions, LLC reports $172.6 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Management Solutions, LLC have?
Wealth Management Solutions, LLC reports 4 employees.
Where is Wealth Management Solutions, LLC located?
Wealth Management Solutions, LLC is based in Scottsdale, AZ and has been SEC-registered since 2022.
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
| Address | 8550 E. Shea Boulevard, Suite 130, Scottsdale, AZ 85260 |
| Phone | 480-609-4334 |
| Fax | 480-609-4335 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$172.6M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$172.6Mregulatory AUM
Discretionary $172.6M