Wealth Management Services Inc.

Wealth Management Services Inc. (CRD# 164379) is a financial advisory firm headquartered in Sarasota, FL. They manage $9,590,055 in 47 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $204,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, PR

Financial Advisors at Wealth Management Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Austin F. Jambor
CRD#: 5847643
46 N. Washington Blvd, Ste 18, Sarasota, FL 34236
93
Wealthminder
score

Austin Jambor (CRD# 5847643) is an Investment Advisor Representative working at Wealth Management Services Inc. in Sarasota, FL and has over 6 years of experience in the finance industry.

2
Robert D. Krieg
CRD#: 2531958
46 N. Washington Blvd, Ste 18, Sarasota, FL 34236
83
Wealthminder
score

Robert Krieg (CRD# 2531958) is an Investment Advisor Representative working at Wealth Management Services Inc. in Sarasota, FL and has over 17 years of experience in the finance industry.

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