W & S MANAGEMENT SERVICES, INC.
SEC RegisteredCOMPREHENSIVE WEALTH MANAGEMENT & INVESTMENT SERVICES
About the firm
W&S Management Services, Inc. applies expertise in accounting and investing to provide comprehensive wealth management and investment services. For over twenty years, the firm has focused on the needs of individual clients and families, placing each client's goals, background, and needs at the center of their process.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management combining financial planning, tax planning, and investment management
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 436 | $72M |
| High Net Worth Individuals | 51 | $94M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.75% |
| $1,000,001 to $4,999,999 | 0.60% |
| Above $5,000,000 | 0.50% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. W & S MANAGEMENT SERVICES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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