Wealth Solutions

What Wealth Solutions does

Wealth Solutions, LLC is a privately held wealth management and financial advisory firm headquartered in LaPlace, Louisiana, founded by Keith M. Gillies, who began his career in financial services in 1981 and serves as Managing Principal. The firm is a member affiliate of United Wealth Advisors Group, LLC (UWAG), a nationwide network of wealth management offices, and is affiliated with Ameritas Investment Company, LLC (FINRA/SIPC broker-dealer) and Ameritas Advisory Services (SEC-registered RIA) for its securities and investment advisory infrastructure. Wealth Solutions targets two primary client personas — business owners and families — with services spanning wealth management, retirement planning, estate planning, and business owner guidance, delivered through a one-on-one consultative discovery process and an integrated team-based ("Strength in Depth") advisory model.

The firm's core technology footprint is intentionally thin and partner-dependent rather than proprietary: it operates on FMG Suite's website and content platform, leverages Riskalyze's Risk Number assessment to align portfolio construction with client risk tolerance, and relies on Ameritas for trade execution, custody, and RIA operations. There is no proprietary trading, portfolio management, or AI/ML capability, and no mobile app or public API. The Resource Center (articles, video library, financial calculators) functions as a top-of-funnel content marketing engine rather than a differentiated technology product. Specialized in-house legal expertise (a Board Certified Estate Planning attorney with an LL.M. in Tax Law) and multi-disciplinary credentials (CFP, CLU, ChFC, MDRT Top of the Table) are the principal substantive differentiators.

Revenue is not publicly disclosed and the firm operates with 1-10 employees from a single LaPlace headquarters, supplemented by affiliated offices within UWAG (Acacia Financial Group in Metairie, Trosclair Wealth Management in Prairieville, and additional affiliates in NY, MD, TN, KS, TX, CO, and SC). Compensation is fee- and commission-based, with pricing custom and quote-driven rather than published, and the go-to-market is consultative and referral-driven, converting through a "Book a Consultation" CTA. Key risks include concentration on the founder-led advisory team, dependence on the Ameritas and UWAG partner ecosystems, and limited visibility into growth or AUM trends.

Name

Wealth Solutions

Legal name

Wealth Solutions, LLC

Website

https://wealthsolutionsllc.net

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

1–10 employees

Short description

Wealth Solutions, LLC is a privately held LaPlace, Louisiana wealth management firm founded in 1981 that delivers integrated wealth, retirement, estate, and business-owner advisory services to families and business owners via a consultative team-based model, operating as a UWAG affiliate on Ameritas broker-dealer and RIA infrastructure.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Wealth management services
• Retirement planning
• Estate planning
• Financial advisory services
• Business owner financial planning

Headquarters

HQ city

La Place

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Fee-based or commission-based wealth management, retirement planning, estate planning, and business owner guidance services. The firm is affiliated with Ameritas Investment Company LLC (Member FINRA/SIPC) for securities and investments and Ameritas Advisory Services for investment advisory services.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Wealth Solutions, LLC provides integrated wealth management, financial advisory, retirement planning, and estate planning services to business owners and families. The firm delivers these services through a consultative discovery process with holistic, team-based financial planning, supplemented by the Riskalyze Risk Number assessment for portfolio risk alignment and an educational resource library for client support.

Product overview

Wealth Solutions operates as a wealth management and financial advisory firm offering a unified suite of services centered around integrated financial planning. The core offerings include Wealth Management, Retirement Planning, Estate Planning, and Business Owner Guidance, which are delivered through a consultative discovery process. Supporting these core services are Risk Number Assessment tools, Financial Calculators, and an Educational Resources library containing articles and videos across multiple financial topics. The firm does not operate as a software product company but rather provides human-delivered advisory services enhanced with digital tools for risk assessment and client education.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management service featuring an in-depth Discovery Process, ongoing analysis, and integrated financial planning tailored to individual needs, goals, and expectations. Aimed at individuals and families seeking holistic financial oversight.
• Retirement Planning Long-term retirement strategy focused on income sustainability, risk management, and lifestyle goals, helping clients navigate retirement with confidence. Designed for individuals and families approaching or in retirement.
• Estate Planning Estate planning services that protect assets, support loved ones, and ensure wishes are carried out efficiently through collaboration with legal and tax professionals. Aimed at individuals, families, and business owners concerned with legacy and asset protection.
• Business Owner Guidance Strategic financial guidance tailored to business owners addressing cash flow planning, succession strategies, and personal wealth integration with business decisions. Aimed at entrepreneurs and business operators.
• Risk Number Assessment A 5-minute questionnaire-based risk assessment tool that calculates an investor's Risk Number to guide portfolio construction and align investments with personal risk preferences. Used for prospective and current clients of the firm.

Quantifiable outcome

• Comprehensive integrated financial strategy covering wealth, retirement, estate, and business planning

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

16 partnerships are on record, tiered core and minor.

• Acacia Financial GroupcoreStrategic or Co-development PartnerClose partnership delivering seamless, integrated financial strategies. Wealth Solutions and Acacia combine expertise to ensure client wealth, retirement, estate, and business plans align with long-term goals. Located at 3500 N Causeway Blvd., Suite 1500, Metairie, LA 70002.
• United Wealth Advisors Group (UWAG)coreStrategic or Co-development PartnerUWAG is a firm comprised of wealth management member affiliates and financial professionals. Wealth Solutions is a proud UWAG member affiliate, harnessing shared professional experience to provide suitable advice and services. UWAG provides systems consulting, infrastructure support, and client-focused succession planning.
• Ameritas Investment Company, LLCcoreTechnology or IntegrationFINRA Member/SIPC registered broker-dealer providing securities and investments. Keith Gillies is a Registered Representative and Investment Advisor Representative. Ameritas provides the securities and advisory infrastructure platform.
• Ameritas Advisory ServicescoreTechnology or IntegrationSEC-registered investment advisory firm. Part of the Ameritas group of companies providing investment advisory services platform for Wealth Solutions advisors.
• The Pension Center, LLCminorStrategic or Co-development PartnerKeith Gillies is co-founder and Managing Principal of The Pension Center, LLC, a New Orleans affiliate of United Wealth Advisors Group.
• The DI ConciergeminorChannel Partner/ Reseller/ DistributorBlake Gillies serves as Brokerage Director of The DI Concierge, a New Orleans affiliate of UWAG focused on disability insurance products and services.
• United Professional Advisors, LLCminorStrategic or Co-development PartnerUWAG affiliate with offices in Watertown and Fairport, NY. Insurance products offered through insurance-only office location.
• Wealth Advisors Group, LLCminorStrategic or Co-development PartnerUWAG affiliate located in Rockville, MD offering wealth management services.
• UCL Financial Group, LLCminorStrategic or Co-development PartnerUWAG affiliate located in Memphis, TN providing financial services.
• Tax Favored BenefitsminorStrategic or Co-development PartnerUWAG affiliate in Overland Park, KS specializing in tax-advantaged financial products.
• The AFP Group, LLCminorStrategic or Co-development PartnerUWAG affiliate located in Houston, TX providing financial advisory services.
• Kilgore Cihon Advisors Group, LLCminorStrategic or Co-development PartnerUWAG affiliate located in Denver, CO offering financial advisory services.
• Sage FinancialminorStrategic or Co-development PartnerUWAG affiliate with offices in New York and South Carolina providing financial planning services.
• Trosclair Wealth ManagementminorStrategic or Co-development PartnerUWAG affiliate in Prairieville, LA led by Luke Trosclair, affiliated with Wealth Solutions.
• Fountainhead Global, LLCminorStrategic or Co-development PartnerTodd Villarrubia founded Fountainhead Global, LLC as part of his business ventures in the estate planning space.
• AquaMed Global, LLCminorStrategic or Co-development PartnerTodd Villarrubia serves as VP of Business Development for AquaMed Global, LLC.

Scale indicators1 record

Recent moves7 records

Expansion highlights5 records

Direct peers

• Aspiriant: Independent, fee-only RIA focused on HNW individuals and families with integrated financial planning, tax, and estate services. Closely comparable fee-only, planning-led RIA serving similar client base.
• Modera Wealth Management: Fee-only RIA providing comprehensive financial planning, investment management, and tax services to HNW households and business owners. Closely comparable integrated-planning RIA model.

Broad incumbents

• Hightower Advisors: Aggregator of high-quality advisory firms serving HNW clients with wealth, retirement, and estate planning via a partnership model. Comparable network-affiliate structure to Wealth Solutions' UWAG affiliation.
• Edelman Financial Engines: Large national RIA providing wealth, retirement, and financial planning to mass-affluent and HNW clients. Comparable planning-led RIA business model and target segments.
• Commonwealth Financial Network: Independent broker-dealer/RIA platform supporting affiliated advisors with planning tools, technology, and back-office infrastructure. Similar reliance on a parent platform for execution and compliance.
• Carson Group: Advisor platform and RIA serving financial advisors and their HNW clients with wealth management, coaching, and back-office support. Comparable in offering advisor-affiliation infrastructure.
• Mariner Wealth Advisors: National RIA delivering comprehensive financial planning, estate, and tax services to HNW families and business owners. Comparable integrated offering and client persona; substantially larger AUM and headcount.
• Focus Financial Partners: Partnership model for independent RIAs serving HNW clients, providing infrastructure and capital support to affiliated firms. Comparable affiliation-style operating model.
• Creative Planning: Large, multi-affiliate RIA offering integrated wealth, retirement, and estate planning to business owners and families. Comparable business model and target client, though significantly larger scale.
• Cetera Financial Group: Independent advisor platform offering brokerage, advisory, and wealth planning services through affiliated financial professionals. Comparable advisor-platform service structure via Ameritas relationship.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/WLTHSolutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealth Solutions