Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
2
of 3 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Wealth Solutions acts as a solicitor that introduces potential clients to third-party registered investment advisers and does not manage client assets or provide investment recommendations itself. The firm has been registered as an investment adviser since 2003 and is owned by GGI Holdings, Inc.
Instead of charging clients, Wealth Solutions receives ongoing referral fees from the third-party advisers it introduces, generally calculated based on the referred party’s assets under management and paid by the adviser on a monthly or quarterly basis. The firm does not perform investment analysis or manage accounts and provides disclosure about its solicitation arrangements to prospective referred parties.
The firm is affiliated with accounting and tax advisory practices (Grassi & Co. and Grassi Advisory Group), and several of its supervised persons are principals of those affiliates and devote much of their time to accounting and consulting work; Wealth Solutions may recommend those affiliates for accounting or tax services and discloses the resulting conflict of interest. The brochure also discloses a past SEC order involving the affiliated accounting firm in 2016 related to audits of private funds (the affiliate is reported to be in compliance with required undertakings), and one supervised person is a licensed insurance agent, which can influence certain client referrals.
Client services
Main office location
Wealth Solutions, LLC
50 Jericho Quadrangle, Suite 200
Jericho NY 11753, United States
Number of offices
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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