Wealth Management Solutions

Wealth Management Solutions (CRD# 264793) is a financial advisory firm headquartered in Exton, PA. They manage $352,067,761 in 1,516 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    352
    MILLION
  • Total Number of Accounts
    1,516
    ACCOUNTS
  • Average Account Value
    $232,235
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

DC, DE, FL, GA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Wealth Management Solutions
Showing 1 - 3 of 3 top financial advisors.
1
Markku T. Happonen
CRD#: 4312993
300 North Pottstown Pike, Suite 240, Exton, PA 19341

Markku Happonen (CRD# 4312993) is an Investment Advisor Representative working at Wealth Management Solutions in Exton, PA and has over 14 years of experience in the finance industry.

2
Martin L. Hopkins
CRD#: 3021373
1997 Annapolis Exchange Parkway, Suite 300, Annapolis, MD 21401

Martin Hopkins (CRD# 3021373) is an Investment Advisor Representative working at Wealth Management Solutions in Annapolis, MD and has over 25 years of experience in the finance industry.

3
Suet W. Ignarski
CRD#: 2493449
1997 Annapolis Exchange Parkway, Suite 300, Annapolis, MD 21401

Suet Ignarski (CRD# 2493449) is an Investment Advisor Representative working at Wealth Management Solutions in Annapolis, MD and has over 29 years of experience in the finance industry.

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