WEALTH MANAGEMENT SOLUTIONS

Legal name: WEALTH MANAGEMENT SOLUTIONS, LLC

CRD 127517File 801-122994

APPROVED

Retail clients

Custody

Filing as of May 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$172.6M

Bottom 25% of cohort (national)

Discretionary AUM

$172.6M

Clients

411 accounts

Employees

Below cohort median in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jan 18, 2022
Principal office: 8550 E. SHEA BOULEVARD, SUITE 130, SCOTTSDALE, AZ, 85260
Phone: 480-609-4334
Website: https://www.findyourindependentadvisor.com/FindAdvisor

Assets & accounts

ADV Item 5F

Total regulatory AUM: $172.6M
Discretionary AUM: $172.6M
Non-discretionary AUM: $0
Discretionary accounts: 411
Non-discretionary accounts: 0
Total accounts: 411
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	53	$143.0M
Pension and profit sharing plans	Fewer than 5	$9.6M
Individuals (other than high net worth individuals)	46	$19.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.