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WEALTH MANAGEMENT SERVICES, LLC
WEALTH MANAGEMENT SERVICES, LLC is a state-registered investment adviser in SPRINGFIELD, IL. The firm manages approximately $14 million in regulatory assets.
Overview
WEALTH MANAGEMENT SERVICES, LLC is a state-registered investment adviser in SPRINGFIELD, IL. The firm manages approximately $14 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
How does WEALTH MANAGEMENT SERVICES, LLC source its investment opportunities?
The firm does not run a proprietary sourcing engine. Investment exposure is built predominantly through public-market vehicles — individual securities, ETFs, and mutual funds — selected and monitored by an internal committee. Any private-market allocations are sourced via third-party fund sponsors and regional intermediaries, not through an in-house deal team. This favors standardization and audit-trail clarity over deal-by-deal discretion.
Does the firm participate in fund commitments or only direct investments?
When it steps outside public markets, it participates primarily through third-party fund commitments — subscribing as a limited partner to private real estate or private equity funds. Direct co-investments or special-purpose vehicles are not a documented part of the model.
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