# Wealth Management Solutions, LLC

Wealth Management Solutions, LLC is a Multi Family Office based in Scottsdale, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Founded:** 2003
- **Website:** https://wms-llc.com/
- **LinkedIn:** https://www.linkedin.com/company/wms-llc

## Regulatory record

- **CRD number:** 127517
- **SEC file number:** 801-122994
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127517

## About

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.

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Last updated: 2026-06-03T20:00:00.000Z

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