Wealth Management Solutions, LLC
Wealth Management Solutions, LLC is a multi-family office headquartered in Newport Beach. Founded in 2003, the firm advises multiple high-net-worth families, providing integrated investment management, tax and estate planning, and family governance support...
Wealth Management Solutions, LLC
Wealth Management Solutions, LLC is a multi-family office headquartered in Newport Beach. Founded in 2003, the firm advises multiple high-net-worth families, providing integrated investment management, tax and estate planning, and family governance support through an SEC-registered advisory platform. Its partners draw on decades of experience as fiduciary advisors to coordinate philanthropic strategies, risk mitigation and next-generation education, aligning complex balance sheets with each family’s long-term objectives.
General information
Firm type
Multi Family Office
Year founded
2003
AUM
—
Location
Region
North America
Country
—
City
Newport Beach
Corporate office
4000 Macarthur Boulevard Suite 600 East Tower
Frequently asked questions
What is Wealth Management Solutions, LLC?
Wealth Management Solutions, LLC is a multi family office headquartered in Newport Beach.
When was Wealth Management Solutions, LLC founded?
Wealth Management Solutions, LLC was founded in 2003.
Where is Wealth Management Solutions, LLC headquartered?
Wealth Management Solutions, LLC is headquartered in Newport Beach, in the North America region.
What does Altss track for Wealth Management Solutions, LLC?
Altss maintains an OSINT-verified profile of Wealth Management Solutions, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Wealth Management Solutions, LLC's website?
Wealth Management Solutions, LLC's public website is wms-llc.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Wealth Management Solutions, LLC?
Wealth Management Solutions, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Wealth Management Solutions, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Wealth Management Solutions, LLC?
Wealth Management Solutions, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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