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| Wealth Management Strategies Inc
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|---|---|
| CRD # | 305481 |
| SEC # | 801-117711 |
| CIK # | 0002057285, 0001668798 |
| AUM | 314.7 M (2026-02-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 412-781-7100 |
| Address | 17 Brilliant Avenue Pittsburgh, PA 15215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.5 | ||
| PNC Financial Services Group Inc | 1.5 | ||
| Lilly Eli & Co | 1.1 | ||
| Microsoft Corp | 0.9 | ||
| International Business Machines Corp | 0.6 | ||
| II-VI Inc | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 60.9 |
| (b) Individuals (high net worth individuals) | 80 | 234.2 |
| (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 | 4.7 |
| (h) Charitable organizations | 0 | 7.7 |
| (i) State or municipal government entities | 0 | 7.0 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 732 | 314.7 |
| By Discretionary | ||
| Discretionary | 729 | 313.9 |
| Non-Discretionary | 3 | 0.7 |
| Total | 732 | 314.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 314.7 | |
| Total | 732 | 314.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001668798] | |
| 13F-HR | [0002057285] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 8 |
| Serves | Retail, Research |
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