WS WEALTH MANAGEMENT, LLC

Overview

WS Wealth Management, LLC is an independent registered investment adviser focused on serving individuals and family clients, with an owner-operated structure and a small-team footprint. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include both percentage-of-AUM and fixed-fee engagements, and the firm does not position itself as a capital allocator or a pension consultant. Investment approach is equity-oriented: the firm shows a clear preference for exchange-traded equities as the primary building block of client portfolios. It is not an active ESG investor and operates without a multi-state adviser registration posture. Discretionary management accounts make up the entirety of reported assets, indicating the firm typically takes ongoing portfolio control rather than only providing one-off advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices