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Wealth Solutions USA, LLC

● SEC registered since 2018CRD 293264SEC# 801-112786Madrid
Export (members)
Reg. AUM
—
Employees
9
Accounts
—
Location
Madrid

Wealth Solutions USA, LLC assets under management

Wealth Solutions USA, LLC is an SEC-registered investment adviser based in Madrid. The firm has been registered since 2018. It employs 9 people.

Wealth Solutions USA, LLC owners & executives

36 reported
NameTitleOwnershipSince
Francisco Borja Duran Carredano ControlManager/Chief Compliance OfficerUnder 5%2018
Jorge Coca Marques ControlManagerUnder 5%2018
Wealth Solutions Latam, S.l.u. ControlAuthorized MemberOver 75%2018
Ajit Nedungadi ControlElected Manager—2024
Bock Capital EU Acquisitions Runway S.a R.l. (1) ControlShareholderOver 75%2021
Bock Capital EU Luxembourg Runway S.a R.l. ControlShareholder25-50%2021
Bock Capital Investors S.a R.l. (1) ControlShareholderOver 75%2021
Family Office Solutions S.l ControlShareholder25-50%2016
Francisco Borja Duran Carredano ControlShareholderOver 75%2002
Hythem Talaat El-Nazer ControlElected Manager—2021
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Frequently asked questions

How many employees does Wealth Solutions USA, LLC have?

Wealth Solutions USA, LLC reports 9 employees.

Where is Wealth Solutions USA, LLC located?

Wealth Solutions USA, LLC is based in Madrid and has been SEC-registered since 2018.

Does Wealth Solutions USA, LLC disclose fund performance?

Wealth Solutions USA, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressC/ Genova, 6 - 2? Planta, Madrid 28004
Phone34 91 561 3420
Office hours9:00 a.m. To 5:00 p.m.
SEC regionHQ
Discloses disciplinary historyNo

How this firm compares

EmployeesTop 43%
More than 57% of 16,804 advisers