Wealth Management Solutions, LLC

Business address
300 North Pottstown Pike, Suite 240, Exton, PA, 19341
Top securities (13F)
SCHD, MTUM, SPTM, VHT, FLTR, QUAL, SPSM, SCZ, ITOT, AAPL, SPAB, JNJ, IJR, NFJ, MSFT, XOM, ESGU, IEF, XHLF, and SCHP
State of incorporation
PA
Fiscal year end
31 December
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Wealth Management Solutions, LLC has filed 8 SEC EDGAR filings since 03 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 25 Oct 2023 30 Sep 2023 028-21585
13F-HR Open Document Open Filing 03 Aug 2023 30 Jun 2023 028-21585
13F-HR Open Document Open Filing 05 May 2023 31 Mar 2023 028-21585
13F-HR Open Document Open Filing 09 Feb 2023 31 Dec 2022 028-21585
13F-HR Open Document Open Filing 07 Nov 2022 30 Sep 2022 028-21585
13F-HR Open Document Open Filing 01 Aug 2022 30 Jun 2022 028-21585
13F-HR Open Document Open Filing 06 May 2022 31 Mar 2022 028-21585
13F-HR Open Document Open Filing 03 Feb 2022 31 Dec 2021 028-21585