WS WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

—

Avg account

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIDDLEBURG HEIGHTS, Ohio
CRD number: 148022
Website: www.wswealthmanagement.com
Fee structure: Percentage of AUM, Fixed Fees
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

WS Wealth Management, LLC is an individually owned limited liability company that operates as a capital allocator and advisor. The firm charges clients by a percentage of assets under management and also uses fixed fees. Its advisory services cover comprehensive financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients, along with pension consulting and the selection of third‑party advisers. The firm is not categorized under a specific regulatory classification in the supplied data, does not identify as an active ESG investor, and is not represented as a multi‑state adviser. An accounting affiliation is noted among its industry relationships.