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).
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Total Assets Under Management352MILLION
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Total Number of Accounts1,516ACCOUNTS
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Average Account Value$232,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
DC, DE, FL, GA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA
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.
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.
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.