| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Robert Stipe Control | Managing Member And Chief Compliance Officer | Over 75% | 2015 |
Wealth Management Solutions LLC reports $116.2 million in regulatory assets under management on its Form ADV.
Wealth Management Solutions LLC reports 3 employees.
Wealth Management Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (918) 499-1700 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $91.3M |
| Non-discretionary | $24.9M |
| Total (RAUM) | $116.2M |