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Wealth Management Solutions

Financial planning in Scottsdale, AZ

SEC registeredNo commissions reported

Call (480) 609-4334Send a messageMap ↗

Public-record details

Address
8550 E. Shea Boulevard, Suite 130, Scottsdale, AZ 85260
Phone
(480) 609-4334
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Wealth Management Solutions, LLC
CRD number
127517
Registration
SEC registered since 2022-01-18
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$172.6 million
Accounts managed
411
Clients reported (Form ADV 5.D)
99
Individual / high-net-worth clients
46 / 53
Employees
4
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-05-14

SEC registered investment adviser, CRD 127517, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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