Wealth Solutions Usa, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 22
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 5 | $0 | — |
| Corporations and other businesses | 17 | $0 | — |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carredano, Francisco, Borja Durán | Chairman Of The Board Of Directors And Managing Director | Jun 2016 (10y) | Less than 5% | |
| Marqués, Jorge, Coca | Managing Director | Jun 2016 (10y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wealth Solutions Latam, S.L.U. | Authorized Member | Jan 2018 | A | 75% or more |
| Sinergia Global Partners S.L. | Shareholder | Aug 2016 | B | ≈ 56.25% – 100% via Wealth Solutions Latam, S.L.U. |
| Family Office Solutions S.L | Shareholder | Jun 2016 | B | ≈ 28.13% – 75% via Sinergia Global Partners S.L. |
| Santa Lucía, S.A. Compañía De Seguros Y Reaseguros | Shareholder | Nov 2017 | B | ≈ 14.06% – 50% via Sinergia Global Partners S.L. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sinergia Global Partners S.L.: 75% – 100% of Wealth Solutions Latam, S.L.U. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Family Office Solutions S.L: 50% – 75% of Sinergia Global Partners S.L. × 75% – 100% of Wealth Solutions Latam, S.L.U. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Santa Lucía, S.A. Compañía De Seguros Y Reaseguros: 25% – 50% of Sinergia Global Partners S.L. × 75% – 100% of Wealth Solutions Latam, S.L.U. × 75% – 100% direct ≈ 14.06% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗