WMS Wealth Planners

Who works here

• AK
  Aaron Harold Kahn
• DE
  Daniel Barad Eller
• HK
  Herman Laibe Kahn

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Seminars and workshops

WMS Wealth Planners

Legal name: Wealth Management Strategies, Inc.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

305481