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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Management Solutions LLC
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| CRD # | 296875 |
| SEC # | 801-134229 |
| CIK # | 0001905979 |
| AUM | $116.2 M (2025-07-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 918-499-1700 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001905979 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| Johnson & Johnson | 1.7 | ||
| Microsoft Corp | 1.4 | ||
| Exxon Mobil Corp | 1.0 | ||
| AbbVie Inc | 0.8 | ||
| BlackRock Debt Strategies Fund Inc | 0.8 | ||
| Verizon Communications Inc | 0.7 | ||
| Sysco Corp | 0.7 | ||
| Advent Convertible & Income Fund | 0.6 | ||
| Armstrong World Industries Inc | 0.6 | ||
| Cisco Systems Inc | 0.6 | ||
| McDonalds Corp | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 33.1 |
| (b) Individuals (high net worth individuals) | 32 | 83.0 |
| (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 | 0.0 |
| (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 | 291 | 116.2 |
| By Discretionary | ||
| Discretionary | 201 | 91.3 |
| Non-Discretionary | 90 | 24.9 |
| Total | 291 | 116.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.2 | |
| Total | 291 | 116.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001905979] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortress Financial Solutions LLC
✚
|
AZ | 0.1 |
|
Maya Advisors Inc
✚
|
CA | 0.1 |
|
Titletown Wealth Management LLC
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WI | 0.1 |
|
Rheeco Inc
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|
MA | 0.1 |
|
Sankala Group LLC
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|
0.1 | |
|
David James Financial
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|
IA | 0.1 |
|
Horizon Capital Management LLC
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|
IL | 0.1 |
|
Harbor Hills Inc
✚
|
CA | 0.1 |
|
Chipser Wealth Management LLC
✚
|
FL | 0.1 |
|
Millenia Financial Partners LLC
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|
0.1 |