# WEALTH MANAGEMENT SERVICES, LLC

WEALTH MANAGEMENT SERVICES, LLC is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://wealthservices.co

## Regulatory record

- **CRD number:** 122913
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122913

## About

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.

## 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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Last updated: 2026-07-06T01:24:28.525Z

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