CRD: 168114
WS Wealth Management, LLC
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- Custodian
- Pershing ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-23-2013
- Office Locations
- 1
Office Locations
About WS Wealth Management, LLC
WS Wealth Management, LLC is an independent, fee-only RIA providing customized financial planning and discretionary investment management for individuals and families. Portfolios are built primarily with ETFs and complemented with cash and fixed income as appropriate. Led by founding partners Mark Stys (President) and Jonathan Wagner (CIO), the firm emphasizes aligned compensation and independent manager selection.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK VINCENT STYS
President
- CRD
- #2445827
- Ownership
- 50% but less than 75%
JONATHAN DAVID WAGNER
Chief Investment Officer
- CRD
- #4795457
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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RICHARD BRIAN CZECHOWSKI
--
- CRD
- #2172399
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,515,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,515,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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