Wealth Management Solutions

EST. AUM
$106,305,710

CONTACTS
2

CLIENT ACCOUNTS
259

Firm Details

Metro area Oklahoma City
CRD Number 296875
Website wealthmgtsolutions.net
Client types

Overview

Wealth Management Solutions L.L.C. (WMS) is an SEC-registered investment adviser founded in 2015 and owned by Stephen R. Stipe, operating from Oklahoma with geographically distributed IAR offices. The firm provides portfolio development and monitoring (discretionary and non-discretionary), financial planning, investment counseling, and educational seminars, tailoring allocations primarily across mutual funds, ETFs, and individual stocks and bonds with client-specific risk profiles. Clients may impose reasonable investment restrictions; custody and trading are typically through Raymond James IAD. As of July 1, 2025, WMS reported $91,308,607 in discretionary AUM and $24,862,514 in non-discretionary AUM. Standard advisory fee schedules range from 1.00%–1.50% for discretionary accounts and 1.00%–1.25% for non-discretionary accounts, billed quarterly, with separate flat-fee planning offerings.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wealth Management Solutions

Platform Details

Investment Preferences

Alternative Activity

Address

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