WEALTH MANAGEMENT SOLUTIONS, LLC

WEALTH MANAGEMENT SOLUTIONS
SCOTTSDALE, Arizona·1 registered advisor·CRD# 127517
SEC# 801-1229940480-609-4334
01

Firm Overview

AUM
$155M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WEALTH MANAGEMENT SOLUTIONS, LLC

1 registered advisor
David Scott Rosenthal
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
1 advisor

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Data sourced from SEC Form ADV filings. WEALTH MANAGEMENT SOLUTIONS, LLC (CRD# 127517) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.