Wealth Solutions Usa, LLC is an adviser based in Madrid. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Florida.
Wealth Solutions Usa provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, educational seminars and workshops, and multi family office services that includes all activities checked above. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Wealth Solutions Usa, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Wealth Solutions Usa is charitable organizations with 1 clients and $0 of assets under management. Among the 3 most similar advisory firms, Wealth Solutions Usa has the highest percentage of charitable organizations out of all clients.
100% of the firm’s clients are foreign persons or businesses.
Wealth Solutions Usa doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Wealth Solutions Usa, LLC performs its advisory services is located at C/ Velázquez, Madrid, 28006, which is also the mailing address of the firm. An additional office of the firm is in Miami, FL. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 34 91 561 3420 or by fax 34 91 561 3514. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.