WEALTH MANAGEMENT SOLUTIONS LLC

WEALTH MANAGEMENT SOLUTIONS
EXTON, Pennsylvania·4 registered advisors·CRD# 264793
SEC# 801-1066075610-524-7031
01

Firm Overview

AUM
$389M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTH MANAGEMENT SOLUTIONS LLC

4 registered advisors
Carl Michael Sacchetti
EXTON, Pennsylvania
Markku Taneli Happonen
EXTON, Pennsylvania
Martin Llewellyn Hopkins
EXTON, Pennsylvania
R John West
EXTON, Pennsylvania
05

Office Locations

EXTON, Pennsylvania
4 advisors

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Data sourced from SEC Form ADV filings. WEALTH MANAGEMENT SOLUTIONS LLC (CRD# 264793) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.