WEALTH MANAGEMENT SOLUTIONS
Company Profile
| AUM* | 278,874,759 3% |
| of that, discretionary | 258,487,681 6% |
| Number of Employees | 7 -13% |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 416,231 45% |
| High Net Worth | 34.32% 5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
541M
463M
386M
309M
232M
154M
77M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ARMANINO LLP | Filing Date01/31/2025 | Form ADV-E View Report |
| Accounting Firm Name ARMANINO LLP | Filing Date10/30/2023 | Form ADV-E View Report |