RIA Intel›Advisers›Illinois›WEALTH MANAGEMENT SERVICES,LLC

WEALTH MANAGEMENT SERVICES,LLC

Advisory

SPRINGFIELD, IL

Data as of Oct 30, 2024 · Source: SEC Form ADV

Rank in IL
#1,481
of 1,719 advisers by AUM
Average account
$395K
across 36 accounts
AUM per adviser
$7M
2 advisers

Source: SEC Form ADV. Figures as filed Oct 30, 2024.

Total AUM
$14M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$14M
Discretionary AUM$0
Non-Discretionary AUM$14M
Discretionary %0%
Total Clients36
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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