WEALTH MANAGEMENT SERVICES, LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 131012
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
Wealth Management Services, LLC operates as a limited liability company focused on providing financial planning and pension consulting services. The firm is structured to charge clients through hourly fees and fixed fees, allowing for flexibility in how clients engage with their services. While the firm does not actively engage in ESG investing, it does maintain a diverse approach to investment management, primarily through traditional financial planning and consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3TIMOTHY LATA
Financial AdvisorCRD 2295579
DAVID PETOSKEY
Founder & PresidentCRD 2030138
JULIE KEATING
Financial Plan AdministratorCRD 6302667
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomfield Hills, MI
OAKLAND
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 42714 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
FLEXIBLE PLAN INVESTMENTS LTD
RIABloomfield Hills, MI
SCULATI WEALTH MANAGEMENT, LLC
RIABloomfield Hills, MI
GPM GROWTH INVESTORS, INC.
RIABloomfield Hills, MI
LIFECYCLE FINANCIAL PLANNERS INC.
RIABloomfield Hills, MI
BRIDGERIVER ADVISORS LLC
RIABloomfield Hills, MI
ABARIS INVESTMENT MANAGEMENT
RIABloomfield Hills, MI