Wealth Management Solutions

Wealth Management Solutions (CRD# 264793) is a financial advisory firm headquartered in Exton, PA. They manage $94,359,000 in 392 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    392
    ACCOUNTS
  • Average Account Value
    $240,712
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
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, NE, NH, NJ, PA, TX

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
96
Wealthminder
score

Markku Happonen (CRD# 4312993) is an Investment Advisor Representative working at Wealth Management Solutions in Exton, PA and has over 6 years of experience in the finance industry. Markku Happonen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carl M. Sacchetti
CRD#: 1267701
300 North Pottstown Pike, Suite 240, Exton, PA 19341
96
Wealthminder
score

Carl Sacchetti (CRD# 1267701) is an Investment Advisor Representative working at Wealth Management Solutions in Exton, PA and has over 32 years of experience in the finance industry. Carl Sacchetti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
R J. West
CRD#: 2305645
300 North Pottstown Pike, Suite 240, Exton, PA 19341
96
Wealthminder
score

R West (CRD# 2305645) is an Investment Advisor Representative working at Wealth Management Solutions in Exton, PA and has over 23 years of experience in the finance industry. R West has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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