Unclaimed Profile

Martin Llewellyn Hopkins

WEALTH MANAGEMENT SOLUTIONS LLC·EXTON, Pennsylvania

Series 3, Series 7, Series 63, Series 65Clean record22 years registeredWEALTH MANAGEMENT SOLUTIONS LLC

300 NORTH POTTSTOWN PIKE, EXTON, PA 19341CRD# 3021373Firm CRD# 264793

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Martin Llewellyn Hopkins · EXTON, PA

Registration

CRD #3021373 · WEALTH MANAGEMENT SOLUTIONS LLC · 22 years registered

Brand Profile

Not yet started

Career History

MODERN WEALTH MANAGEMENT, LLC

May 2024 – present

WEALTH MANAGEMENT SOLUTIONS

Jul 2021 – Aug 2024

Annapolis, MD

HOPKINS INVESTMENT MANAGEMENT, LLC.

Nov 2003 – Jul 2021

ANNAPOLIS, MD

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · November 18, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH MANAGEMENT SOLUTIONS LLC

CRD 264793 · SEC 801-106607

AUM

$389M

Regulatory assets under management

Employees

1,803 client accounts

Services offered by WEALTH MANAGEMENT SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH MANAGEMENT SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Martin Llewellyn Hopkins offer?

Martin Llewellyn Hopkins specializes in Financial Planning, Investment Management. Contact their office in EXTON, Pennsylvania for a consultation.

What are Martin Llewellyn Hopkins's credentials?

Martin Llewellyn Hopkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martin Llewellyn Hopkins located?

Martin Llewellyn Hopkins is based in EXTON, Pennsylvania, working with WEALTH MANAGEMENT SOLUTIONS LLC. Their office serves clients in the EXTON metropolitan area and surrounding communities.

How does Martin Llewellyn Hopkins charge for services?

Martin Llewellyn Hopkins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH MANAGEMENT SOLUTIONS LLC?

WEALTH MANAGEMENT SOLUTIONS LLC has approximately 6 employees and manages $389M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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