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| Wealth Management Strategies Inc
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| |
|---|---|
| CRD # | 305481 |
| SEC # | 801-117711 |
| CIK # | 0001668798 |
| AUM | $222.5 MM (2024-03-11) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 412-781-7100 |
| Address | 17 Brilliant Avenue Pittsburgh, PA 15215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 39.6 |
| (b) Individuals (high net worth individuals) | 89 | 162.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.4 |
| (h) Charitable organizations | 0 | 6.7 |
| (i) State or municipal government entities | 0 | 6.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 628 | 222.5 |
| By Discretionary | ||
| Discretionary | 628 | 222.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 628 | 222.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.5 | |
| Total | 628 | 222.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001668798] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Gunderson Capital Management
✚
|
SC | 0.2 |
|
JFR Financial Services Inc
✚
|
MI | 0.2 |
|
HD Money Inc
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FL | 0.2 |
|
First Financial Advisory Services Inc
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RI | 0.2 |
|
Washington Avenue Advisors LLC
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MI | 0.2 |
|
Open Window Financial Solutions Ltd
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NV | 0.2 |
|
Holder Wealth Management Inc
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|
IL | 0.2 |
|
Krane Financial Solutions LLC
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|
CA | 0.2 |
|
Stonebridge Financial Planning Group LLC
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|
FL | 0.2 |
|
Vital Wealth Management LLC
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|
IL | 0.2 |