Wealth Management Solutions provides financial planning and portfolio management for individuals and small businesses.
Wealth Management Solutions reports 168 clients. They include 128 individual clients and 40 high-net-worth individuals. Of its assets, 80.8% ($85.9M across 193 accounts) are managed with discretion; $20.4M across 66 accounts are not. It advised 128 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 54% |
| High-net-worth individuals | 24% | 46% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 128 | $57.3M | 53.9% | $448K |
| High-net-worth individuals | 40 | $49M | 46.1% | $1.23M |
| Total | 168 | $106M | 100% | $633K |
- Clients
- 128
- Regulatory AUM
- $57.3M
- AUM share
- 53.9%
- Avg. per client
- $448K
- Clients
- 40
- Regulatory AUM
- $49M
- AUM share
- 46.1%
- Avg. per client
- $1.23M
Total
- Clients
- 168
- Regulatory AUM
- $106M
- AUM share
- 100%
- Avg. per client
- $633K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 128
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Wealth Management Solutions is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- 401k advisory services
- Recommendations on allocating 401k plans at the employer, $300 to $600 annually, negotiable.
- Financial planning and counseling
- Written financial plan and counseling fees of $300 to $1,200, negotiable with the advisor.
Stephen Stipe owns 75% or more of Wealth Management Solutions. The leadership team of Wealth Management Solutions includes Chief Compliance Officer Stephen Stipe. It has 3 employees.
Leadership
- Stephen StipeManaging Member and Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Wealth Management Solutions LLC
Stephen Stipe
Control person · since January 2015
Besides its headquarters, Wealth Management Solutions has 3 offices, with 4 listed addresses in Oklahoma.
Oklahoma · 3 listed addresses
- 4713 NW 77th Street, Oklahoma City
- 401 S. Dewey Suite 318, Bartlesville
- 15885 E. 470 Road, Claremore
Contact and registration details
- Legal name
- Wealth Management Solutions LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 918-499-1700
- SEC file
- 801-134229
- Structure
- Oklahoma LLC
- Fiscal year end
- December
Wealth Management Solutions uses Raymond James ($116M) as custodian for its separately managed accounts. Wealth Management Solutions does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $116M100%
At year end, Wealth Management Solutions’ separately managed accounts were largely in funds (35%) and cash (30%).
What the accounts hold
- Stocks27%
- Funds35%
- Bonds7%
- Cash30%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Wealth Management Solutions have?
Wealth Management Solutions has 168 clients and manages $106 million for them, as of January 2026. They include 128 individual clients and 40 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 January 2026
What services does Wealth Management Solutions offer?
Wealth Management Solutions provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Wealth Management Solutions use?
Wealth Management Solutions’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $116M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 January 2026
How many financial advisors does Wealth Management Solutions have?
Wealth Management Solutions has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Management Solutions invest in?
At the end of its last fiscal year, Wealth Management Solutions’ separately managed accounts held 35% registered funds (mutual funds, ETFs, BDCs), 30% cash and equivalents, 27% exchange-traded equities and 7% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Management Solutions?
Wealth Management Solutions’ direct owner is Stephen Stipe (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 January 2026
How does Wealth Management Solutions get paid?
Wealth Management Solutions is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wealth Management Solutions?
Its phone number is 918-499-1700.