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- Custodian
- American Funds · Assetmark · Axos · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-15-1994
- Office Locations
- 1
Office Locations
About Wealth Solutions, Inc.
Wealth Solutions, Inc. is a Texas-based fiduciary RIA serving high-net-worth families across major Texas metros. The firm provides portfolio management and retirement income planning, using a repeatable, independently researched process with daily monitoring and intentional adjustments to match goals and risk tolerance. Portfolios commonly use ETFs and mutual funds, with clear reporting via a secure client portal and concierge-style service.
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Owner & Executives
RICHARD DWAYNE BLAIR
Chief Compliance Officer, DIRECTOR, Financial Professional, President
- CRD
- #2256412
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,712,894 | -- |
| Non-Discretionary | $4,970,451 | -- |
| Total | $53,683,345 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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