Wealth Management Solutions, LLC info
Wealth Management Solutions, LLC (SEC CIK 1905979) first filed with the SEC on 2022-02-03 (Form 13F-HR) and has filed 8 times since, including 8 Form 13F-HR quarterly holdings reports. It is organized in PA and registered at 300 NORTH POTTSTOWN PIKE, SUITE 240, EXTON, PA, 19341.
- Name: Value Wealth Management Solutions, LLC.
- SEC CIK: Value 1905979.
- State of organization: Value PA.
- Business address: Value 300 NORTH POTTSTOWN PIKE, SUITE 240, EXTON, PA, 19341.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Wealth Management Solutions, LLC |
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| SEC CIK | 1905979 |
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| State of organization | PA |
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| Business address | 300 NORTH POTTSTOWN PIKE, SUITE 240, EXTON, PA, 19341 |
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| Mailing address | 300 NORTH POTTSTOWN PIKE, SUITE 240, EXTON, PA, 19341 |
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| Phone | 410-757-7980 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2022-02-03 (Form 13F-HR) |
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| Latest SEC filing | 2023-10-25 (Form 13F-HR) |
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| Filings on EDGAR | 8 |
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| First Form 13F-HR | 2022-02-03 (quarter ended 2021-12-31) |
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| Latest Form 13F-HR | 2023-10-25 (quarter ended 2023-09-30) |
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| Form 13F-HR filings | 8 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2023 | 4 | 4 |
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| 2022 | 4 | 4 |
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