Wealth Management Services Inc.
Firm details
- Headquarters
- ,
- CRD number
- 164379
- Website
- www.wmsfinance.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals72.37%
- HNWI27.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Management Services Inc. is an independently owned registered investment adviser operating as a corporation with an individual owner. The firm serves individuals and families, combining fee models that include a percentage of assets under management and hourly charges. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm reports that it is a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities32%
- Cash & Cash Equivalents14%
- US Government Bonds4%
Contacts
1 of 1
Lucien Sanchez
Investment Advisor RepresentativeCRD 2698092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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