Wealth Solutions, Inc.

Wealth Solutions, Inc. (CRD# 35331) is a financial advisory firm headquartered in Austin, TX. They manage $60,000,000 in 1,500 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    1,500
    ACCOUNTS
  • Average Account Value
    $40,000
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
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.

AR, TX

Financial Advisors at Wealth Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Richard D. Blair
CRD#: 2256412
6207 Bee Cave Rd, Suite 140, Austin, TX 78746
38
Wealthminder
score

Richard Blair (CRD# 2256412) is an Investment Advisor Representative working at Wealth Solutions, Inc. in Austin, TX and has over 26 years of experience in the finance industry.

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