W
$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-18-2012
- Office Locations
- 1
Office Locations
-- Sarasota FL
About Wealth Management Services Inc.
Wealth Management Services Inc. is a Sarasota-based RIA. The firm has been operating for 14 years. Managing $4.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$4.2M AVG AUM / ADVISOR
$386.1K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LUCIEN SANCHEZ
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #2698092
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,247,518 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,247,518 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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