Wealth Management Services Inc.

Overview

Wealth Management Services Inc. is a small, independent registered investment adviser that works primarily with individual and family clients. The firm acts as a capital allocator and provides a mix of financial planning and portfolio management services, including selection of other advisers and pension-related consulting. Its fee model combines a percentage-of-assets-under-management component with the option for hourly charges, which suits clients who need both ongoing investment oversight and episodic planning work. Investment activity is tilted toward pooled public investment vehicles rather than direct-stock concentrated strategies. The firm's filing identifies public funds and mutual funds as the most-used vehicle, and the asset mix reflects a conventional, fund-centric approach rather than broad direct alternatives exposure on the firm’s own books. The adviser is not flagged as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices