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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 Oct 1, 2026
Regulatory AUM
$314.7M
Below cohort median (national)
Discretionary AUM
$313.9M
Non-discretionary $737K
Clients
292
732 accounts
Employees
6
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Mar 1, 2026 | Clients | 277 | 292 | increased by15 |
| Mar 1, 2026 | AUM | $252,909,500 | $314,658,530 | increased by$61,749,030 |
| Mar 1, 2026 | Accounts | 671 | 732 | increased by61 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 268 | 277 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $236,343,377 | $252,909,500 | increased by$16,566,123 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 612 | 671 | increased by59 |
| Apr 1, 2022 | Employees | 6 | 8 | increased by2 |
| Apr 1, 2022 | Clients | 239 | 268 | increased by29 |
| Apr 1, 2022 | AUM | $200,475,147 | $236,343,377 | increased by$35,868,230 |
| Apr 1, 2022 | Accounts | 559 | 612 | increased by53 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WMS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WMS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.