RIA Intel›Advisers›Texas›WEALTH SOLUTIONS, INC.

WEALTH SOLUTIONS, INC.

Advisory

THE WOODLANDS, TX

Data as of Jun 10, 2026 · Source: SEC Form ADV

Rank in TX

#1,718

of 2,813 advisers by AUM

Average account

$54K

across 996 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$54M

Discretionary AUM$49M

Non-Discretionary AUM$5M

Discretionary %90.7%

Total Clients431

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAR, LA, TX

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

431 clients

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

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

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