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WEALTH MANAGEMENT SOLUTIONS

EXTON, PA · CRD 264793 · IAPD ↗ · wmsplan.com · 610-524-7031

$388.9MRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2024 — WEALTH MANAGEMENT SOLUTIONS (EXTON, PA) left the SEC roster (was $388.9M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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