| Name | Title | Ownership | Since |
|---|---|---|---|
| David Scott Rosenthal Control | Chief Compliance Officer, Principal, Senior Financial Advisor, Managing Member | Over 75% | 2003 |
Wealth Management Solutions, LLC reports $155.2 million in regulatory assets under management on its Form ADV.
Wealth Management Solutions, LLC reports 4 employees.
Wealth Management Solutions, LLC is based in Scottsdale, AZ and has been SEC-registered since 2022.
Wealth Management Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $151.8M |
| Non-discretionary | $3.3M |
| Total (RAUM) | $155.2M |