WEALTH MANAGEMENT SOLUTIONS

Legal name: WEALTH MANAGEMENT SOLUTIONS LLC

CRD 296875File 801-134229

APPROVED

Retail clients

Filing as of Jan 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$106.3M

Bottom 25% of cohort (national)

Discretionary AUM

$85.9M

Non-discretionary $20.4M

Clients

168

259 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Aug 25, 2025
Principal office: Not reported
Phone: (918) 499-1700
Website: HTTP://WWW.WEALTHMGTSOLUTIONS.NET/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $106.3M
Discretionary AUM: $85.9M
Non-discretionary AUM: $20.4M
Discretionary accounts: 193
Non-discretionary accounts: 66
Total accounts: 259
AUM per client: $633K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	40	$49.0M
Individuals (other than high net worth individuals)	128	$57.3M

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 individuals and/or small businesses

Custody

ADV Item 9

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