← Tributary

WEALTH MANAGEMENT SOLUTIONS

· CRD 296875 · IAPD ↗ · wealthmgtsolutions.net · (918) 499-1700

$106.3MRegulatory AUM
3Advisory reps
3Employees
128Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — WEALTH MANAGEMENT SOLUTIONS (location n/a) is newly SEC-registered with $116.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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