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| Wealth Management Solutions LLC
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|---|---|
| CRD # | 127517 |
| SEC # | 801-122994 |
| CIK # | 0001905979 |
| AUM | 172.6 M (2026-05-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 480-609-4334 |
| Address | 8550 E Shea Boulevard, Suite 130 Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| Johnson & Johnson | 1.7 | ||
| Microsoft Corp | 1.4 | ||
| AbbVie Inc | 0.8 | ||
| BlackRock Debt Strategies Fund Inc | 0.8 | ||
| Verizon Communications Inc | 0.7 | ||
| Sysco Corp | 0.7 | ||
| Advent Convertible & Income Fund | 0.6 | ||
| Armstrong World Industries Inc | 0.6 | ||
| Cisco Systems Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 19.9 |
| (b) Individuals (high net worth individuals) | 53 | 143.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 9.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 411 | 172.6 |
| By Discretionary | ||
| Discretionary | 411 | 172.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 411 | 172.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.6 | |
| Total | 411 | 172.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001905979] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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|
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|
Nexwealth LLC
✚
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