Wealth Management Strategies, Inc.
● SEC registered since 2019CRD 305481SEC# 801-117711Pittsburgh, PA
Reg. AUM
$314.7M
Employees
6
Accounts
732
Location
Pittsburgh, PA
Wealth Management Strategies, Inc. assets under management
Wealth Management Strategies, Inc. is an investment advisory firm registered with the SEC based in Pittsburgh, PA. The firm has been registered since 2019. It reports $314.7 million in regulatory assets under management and employs 6 people.
Wealth Management Strategies, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Herman Laibe Kahn Control | President And Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Wealth Management Strategies, Inc. manage?
Wealth Management Strategies, Inc. reports $314.7 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Management Strategies, Inc. have?
Wealth Management Strategies, Inc. reports 6 employees.
Where is Wealth Management Strategies, Inc. located?
Wealth Management Strategies, Inc. is based in Pittsburgh, PA and has been SEC-registered since 2019.
Does Wealth Management Strategies, Inc. disclose fund performance?
Wealth Management Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17 Brilliant Avenue, Suite 302, Pittsburgh, PA 15215 |
| Phone | 412-781-7100 |
| Fax | 412-781-7101 |
| Office hours | 8:30-5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2057285 |
| Discloses disciplinary history | No |
Regulatory AUM
$314.7M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$314.7Mregulatory AUM
Discretionary $313.9MNon-discretionary $737K