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WEALTH MANAGEMENT SOLUTIONS

SCOTTSDALE, AZ · CRD 127517 · IAPD ↗ · findyourindependentadvisor.com · 480-609-4334

$172.6MRegulatory AUM
2Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
June 2026 — WEALTH MANAGEMENT SOLUTIONS changed its website from nextdoor.com to findyourindependentadvisor.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
25
April 2025 — WEALTH MANAGEMENT SOLUTIONS changed its website from smartadvisormatch.com to nextdoor.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2024 — WEALTH MANAGEMENT SOLUTIONS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.