RIA Intel›Advisers›Florida›WEALTH MANAGEMENT SERVICES INC.

WEALTH MANAGEMENT SERVICES INC.

Advisory

Data as of Jun 25, 2026 · Source: SEC Form ADV

Rank in FL

#2,354

of 2,610 advisers by AUM

Average account

$250K

across 17 accounts

AUM per adviser

$4M

1 adviser

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM

$4M

Discretionary %

100%

Clients

11

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

STEERSON ADVISORS LLC

$4M

TORO FINANCIAL ADVISORS, LLC

WINTER PARK, FL

$4M

MA ASSET MANAGEMENT, LLC

PALM BEACH GARDENS, FL

$4M

+5.5% 1Y

JAMES CAPITAL MANAGEMENT LLC

$4M

LEDGERPLUS FINANCIAL SERVICES LLC

$4M

DWOJESKI, JOHN J

$4M

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