WS Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WS Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages roughly $90.5 million across about 70 client relationships and primarily serves individual and high-net-worth clients.
The firm employs a tactical, well-diversified asset-allocation approach that uses exchange-traded funds, mutual funds, individual equities, fixed income, alternative investments, and covered options, with portfolios managed in accordance with clients’ objectives, liquidity, tax, and legal considerations. Accounts are generally discretionary and the firm frequently executes through a single recommended custodian and broker-dealer to access execution, reporting, and platform services.
WS Wealth’s leadership brings senior investment and capital-markets experience from institutional and product-development roles, and the firm discloses a minority ownership interest in the sponsor of the NSI ETF — a potential economic conflict it says it addresses through due diligence. It also notes the use of option-overlay strategies for some clients and may recommend private placements to accredited investors, and one principal disclosed a prior civil settlement with a former employer that was resolved without admission of wrongdoing.
Client services
Expertise
Fee options
Flat fee for consulting and financial planning annually up to $2,500 when no assets under management
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.60%
Minimum fee: $7,500 minimum annual fee, may be waived at discretion of WSWM Fee-only: Yes, fees based on assets under management and fixed fees for consulting/financial planning
Main office
509 Fodderstack Rd
Washington VA 22747
Advisors at this office
3
Most active in
Virginia
Also doing business as
W&S Wealth Management, LLC · Ws Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Advisors at this firm
Mark S
Series 63, Series 65
Washington, VA
WS Wealth Management, LLC
Mark Stys is a financial advisor at WS Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WS Wealth Management since 2013. The firm provides financial planning, consulting, and discretionary investment management primarily to individual and high-net-worth clients. WS Wealth Management employs a tactical, diversified asset-allocation approach utilizing various investment vehicles, managing approximately $90.5 million across about 70 client relationships.
Richard C
CFP®, Series 63, Series 65
Washington, VA
WS Wealth Management, LLC
Richard Czechowski is a CFP® with 33 years of industry experience, currently serving as an advisor at WS Wealth Management, LLC. He joined the firm in 2021 after 16 years with LPL Financial. WS Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm primarily serves individual and high-net-worth clients with a tactical, well-diversified asset-allocation approach tailored to clients’ objectives and considerations.
Jonathan W
CFA®, Series 63, Series 65
Washington, VA
WS Wealth Management, LLC
Jonathan Wagner is a CFA® charterholder with 20 years of industry experience. He is currently with WS Wealth Management, LLC, where he has worked since 2024, following an 11-year tenure at W&S Wealth Management, LLC. WS Wealth Management provides financial planning, consulting, and discretionary investment management primarily to individual and high-net-worth clients, managing approximately $90.5 million across about 70 relationships. The firm uses a tactical, diversified asset-allocation approach incorporating ETFs, mutual funds, individual equities, fixed income, alternative investments, and covered options, tailoring portfolios to clients’ objectives, liquidity, tax, and legal considerations.
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