WMS WEALTH PLANNERS

Legal name: WEALTH MANAGEMENT STRATEGIES, INC.

CRD 305481File 801-117711

APPROVED

Retail clients

Custody

Filing as of Jul 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$314.7M

Below cohort median (national)

Discretionary AUM

$313.9M

Non-discretionary $737K

Clients

292

732 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Nov 29, 2019
Principal office: 17 BRILLIANT AVENUE, SUITE 302, PITTSBURGH, PA, 15215
Phone: 412-781-7100
Website: https://www.wmswealthplanners.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $314.7M
Discretionary AUM: $313.9M
Non-discretionary AUM: $737K
Discretionary accounts: 729
Non-discretionary accounts: 3
Total accounts: 732
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$131K
Charitable organizations	Fewer than 5	$7.7M
High net worth individuals	80	$234.2M
Pension and profit sharing plans	Fewer than 5	$4.7M
State or municipal government entities	Fewer than 5	$7.0M
Individuals (other than high net worth individuals)	212	$60.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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.