WEALTH SOLUTIONS USA, LLC

UUID851e1d46-8feb-50ff-b8e7-97867b911c29

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:54

Updated2025-10-23 02:24:37

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Authority	Identifier	Display	As Of	Confidence
adv_crd	293264	293264	—	1.0
sec_file_number	801-112786	801-112786	—	—

HQ CityMADRID

HQ StateNone

HQ CountrySpain

AUM (USD)—

AUM As OfNone

As of 2025-02-21 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
Carredano, Francisco, Borja Duran	MANAGER/CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2013945", "owner_id": "6920224", "source": "adv_part1", "table": "Schedule_A_B"}
FAMILY OFFICE SOLUTIONS S.L	SHAREHOLDER	OFFICER	—	{"filing_id": "2013945", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Marques, Jorge, Coca	MANAGER	OFFICER	—	{"filing_id": "2013945", "owner_id": "6920226", "source": "adv_part1", "table": "Schedule_A_B"}
SANTA LUCIA, S.A. COMPA?IA DE SEGUROS Y REASEGUROS	SHAREHOLDER	OFFICER	—	{"filing_id": "2013945", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SINERGIA GLOBAL PARTNERS S.L.	SHAREHOLDER	OFFICER	—	{"filing_id": "2013945", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WEALTH SOLUTIONS LATAM, S.L.U.	AUTHORIZED MEMBER	OFFICER	—	{"filing_id": "2013945", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.