WEALTH MANAGEMENT SYSTEMS INC

84 known aliases resolved via the canonical alias map

Market position · 2024

Plans served129+3 YoYRank #159 of mapped providers

Assets under administration$75.8B0.1%Market share · rank #197

Fees received$3MMedian $5,678/planSum across Schedule C direct + indirect

Net wins YoY+543 won · 38 lostPlan-level switch detection

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