Wealth Management Services Inc.

Wealth Management Services Inc. (CRD# 164379) is a financial advisory firm headquartered in Sarasota, FL. They manage $3,629,845 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1990 Main Street, Suite 750, Sarasota, FL 34236
https://www.wmsfinance.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $86,425
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Wealth Management Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Lucien Sanchez, financial advisor Sarasota FL
Lucien Sanchez
CRD#: 2698092
1990 Main Street, Suite 750, Sarasota, FL 34236

Lucien Sanchez (CRD# 2698092) is an Investment Advisor Representative working at Wealth Management Services Inc. in Sarasota, FL and has over 28 years of experience in the finance industry.

2
Paul Shupe, financial advisor Sarasota FL
Paul Shupe
CRD#: 6671930
1990 Main Street, Suite 750, Sarasota, FL 34236

Paul Shupe (CRD# 6671930) is an Investment Advisor Representative working at Wealth Management Services Inc. in Sarasota, FL and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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