Data / Investment advisers / Pennsylvania / WMS Wealth Planners
WMS Wealth Planners, Pittsburgh, PA: $315 million AUM, SEC registered investment adviser
WMS Wealth Planners is an SEC registered investment adviser with its main office in Pittsburgh, Pennsylvania and reports $315 million in regulatory assets under management in its Form ADV filed July 24, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 305481
- SEC file number
- 801-117711
- SEC status
- Approved, effective November 29, 2019
- Legal name
- Wealth Management Strategies, Inc.
- Main office
- 17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215
- Phone
- (412) 781-7100
- Website
- wmswealthplanners.com
- Regulatory AUM
- $314,658,530 in the Form ADV filed July 24, 2026
- Discretionary AUM
- $313,921,905
- Non discretionary AUM
- $736,625
- Accounts
- 732
- Employees
- 6, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 80 | $234.2 million |
| Individuals (other than high net worth individuals) | 212 | $60.9 million |
| Charitable organizations | Fewer than 5 | $7.7 million |
| State or municipal government entities | Fewer than 5 | $7 million |
| Pension and profit sharing plans | Fewer than 5 | $4.7 million |
| Corporations or other businesses | Fewer than 5 | $131,135 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $314.7 million | February 27, 2026 |
| December 1, 2025 | $252.9 million | March 10, 2025 |
Other advisers in Pittsburgh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Primesolutions Advisors, LLC | Pittsburgh | $440.1 million | Not listed | adviserinfo.sec.gov |
| Henderson Brothers Financial Partners LLC | Pittsburgh | $406.8 million | Not listed | adviserinfo.sec.gov |
| Legend Financial Advisors Inc | Pittsburgh | $389.9 million | Not listed | adviserinfo.sec.gov |
| US Asset Management, LLC | Pittsburgh | $358.5 million | Not listed | adviserinfo.sec.gov |
| Vista Investment Management, LLC | Pittsburgh | $323.9 million | Not listed | adviserinfo.sec.gov |
| Chronometer Partners LP | Pittsburgh | $308.4 million | Not listed | adviserinfo.sec.gov |
| Kailasa Capital Management LLC | Pittsburgh | $298.3 million | 1 | adviserinfo.sec.gov |
| Steel Tower Investments | Pittsburgh | $258.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pittsburgh, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- WMS Wealth Planners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.