Wealth Management Solutions
Wealth Management Solutions is an SEC-registered wealth manager in Scottsdale, AZ with $172.6M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Wealth Management Solutions: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127517, SEC 801-122994, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $172.6M (2026-05-14)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 4
- Clients
- 99
- CRD
- 127517
- Ownership
- ROSENTHAL, DAVID, SCOTT; ANSPACH, DANA, MARIE; ANSPACH, DANA, M
How much AUM does Wealth Management Solutions have?
Wealth Management Solutions reported $172.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Wealth Management Solutions?
Disclosed owners and executives of Wealth Management Solutions include ROSENTHAL, DAVID, SCOTT, ANSPACH, DANA, MARIE, ANSPACH, DANA, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.