RIA Intel›Advisers›Virginia›WS WEALTH MANAGEMENT, LLC

WS WEALTH MANAGEMENT, LLC

Advisory

WASHINGTON, VA

Data as of Feb 3, 2026 · Source: SEC Form ADV

Rank in VA

#465

of 588 advisers by AUM

Average account

$1M

across 72 accounts

AUM per adviser

$30M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$91M

Discretionary AUM$91M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients71

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

71 clients

23 high-net-worth

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

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