Wealth Solutions USA, LLC (hereinafter “Wealth Solutions USA”) is a fee-only registered investment adviser based in Madrid, Spain, with offices in Miami, Florida and Barcelona, Spain. We are a limited liability company, organized under the laws of the State of Florida. We have been providing investment advisory services since 2018. Wealth Solutions USA is owned by Wealth Solutions LATAM, S.L.U., a holding company based in Spain. Wealth Solutions LATAM, S.L.U. is owned by Sinergia Global Partners S.L. Sinergia Global Partners S.L. is primarily owned by Francisco Borja Durán Carredano, CFA, CAIA, Santa Lucía, S.A. and Jorge Coca Marqués. Francisco Borja Durán Carredano is the Chief Compliance Officer of Wealth Solutions USA. You may see the term Associated Person throughout this Brochure. As used in this Brochure, this term refers to anyone from our firm who is an officer, employee, and all individuals providing investment advice on behalf of our firm. Where required, such persons are properly registered as investment adviser representatives. Family Office Services Our firm offers non-discretionary family office services that are designed to help families and high net worth individuals organize their financial situation and invest their assets based on personal criteria and financial goals. Our recommendations are based upon the client’s stated investment objectives. When providing non discretionary services, Wealth Solutions USA provides general investment recommendations to the client who is then responsible for the execution of all transactions. Our services generally include the following:
• Analysis of the client’s financial condition and suitability;
• Consulting on non-securities related investments such as real estate and insurance;
• Development of an Investment Policy Statement for the client;
• Implementation of investment strategies concurrent with the client’s Investment Policy Statement and financial objectives;
• Review of the performance of the client’s investments;
• Reallocation of the client’s investments based upon the client’s Investment Policy Statement and financial objectives and market changes;
• Investment manager selection and supervision;
• Service provider selection;
• Trust service coordination;
• Estate planning;
• Multi-generational financial planning; and
• Succession planning; At the inception of service, an Associated Person of Wealth Solutions USA meets with the client or the client’s representative to obtain information regarding the client’s investment experience, investment objectives, and risk profile. With that information, the firm prepares a written Investment

Policy Statement for the client. The Associated Person uses investment research to evaluate alternative portfolio designs and to assist the client in selecting the investment strategies consistent with the Investment Policy Statement. The final portfolio allocation recommended to a client will be adjusted from the guidelines included in the client’s Investment Policy Statement. In connection with developing a prospective portfolio, the client’s existing investments are evaluated to determine whether the allocation and type of such assets meet the objectives set forth in the client’s Investment Policy Statement. If the client so chooses, the Associated Person of the firm works with the client to develop a transition plan in order to reallocate assets. Ongoing portfolio management services will be provided by third party advisers selected by the client or recommended by us. Wealth Solutions USA supervises the third party advisers and retains the right to hire or fire advisers and to reallocate assets to a different portfolio managed by the same adviser. To the extent a client decides to invest with third party advisers, those advisers will have their own investment practices. Those investment practices are described in each adviser’s Form ADV or other disclosure documents. In addition, selected third party advisers typically have discretion to determine the type and amount of securities to be purchased or sold for the client for that portion of the client’s assets managed by the third party adviser. Wealth Solutions USA does not receive compensation from, or have a sales interest in, any third party adviser, fund, or other investment we recommend. Under limited circumstances and only where we believe it appropriate for you, we may recommend that you purchase or sell a particular security (or securities). In that event, we will communicate to you in writing the specific recommendation, which you are, in your sole discretion, free to accept or reject. In the event our recommendation is accepted, and you have an account with the custodian Stone X Financial Inc., we will, on your behalf, direct the execution of the transaction to the custodian, in a form acceptable for them. All trading costs and any commission associated with such transaction(s) shall be solely borne by you and assessed in accordance with your account agreement with Stone X Financial Inc. Unless otherwise agreed, our authority to act on your behalf is expressly limited to the direction of the purchase and/or sale of the recommended transaction. Assets Under Management Although the firm does not have any regulatory assets under management, as of December 31, 2022, we have approximately $145,000,000 in assets under advisement.