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Wealth Management Strategies, Inc.

● SEC registered since 2019CRD 305481SEC# 801-117711Pittsburgh, PA
Export (members)
Reg. AUM
$252.9M
Employees
7
Accounts
671
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 $252.9 million in regulatory assets under management and employs 7 people.
www.wmswealthplanners.comView on SEC.gov ↗

Wealth Management Strategies, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Herman Laibe Kahn ControlPresident And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Wealth Management Strategies, Inc. manage?

Wealth Management Strategies, Inc. reports $252.9 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Management Strategies, Inc. have?

Wealth Management Strategies, Inc. reports 7 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

Address17 Brilliant Avenue, Suite 302, Pittsburgh, PA 15215
Phone412-781-7100
Fax412-781-7101
Office hours8:30-5:00
SEC regionPhiladelphia Regional Office (PLRO)
CIK2057285
Discloses disciplinary historyNo

Assets under management

Discretionary$252.9M
Non-discretionary$0
Total (RAUM)$252.9M