Wealth Solutions, Inc.

Overview

Wealth Solutions, Inc. is an independent registered investment adviser that serves individual and family clients, with a particular focus on financial planning and portfolio management for individuals and small businesses. The firm operates on a fee basis, combining percentage-of-AUM fees with fixed fees. It does not position itself as a capital allocator and is not an active ESG investor. Wealth Solutions reports an affiliation with an insurance company and is owned by an individual.

Assets & Accounts

Overview

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices