WEALTH ADVISORY SOLUTIONS, LLC

RIASEC RegisteredEst. 2017

Total AUM

$599M

Discretionary

$585M

98% of AUM

Avg account

$328K

Accounts

1,826

Employees

Advisory reps

Firm details

Headquarters: ZIONSVILLE, Indiana
CRD number: 288903
Registered since: July 21, 2017
Website: www.wa-partners.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78%
Individuals20.05%
Charitable Organizations1.25%
Pension & Profit Sharing Plans0.65%
Corporations / Businesses0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealth Advisory Solutions, LLC is an independent registered investment advisor that acts as a capital allocator for both individual/family and institutional clients. The firm emphasizes equity-centric portfolios, deploying a mix of exchange-traded securities and separately managed equity strategies as its primary building blocks. Its advisory services cover financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. Fee arrangements include percentage of AUM, hourly and fixed fees, allowing flexibility across client types. The firm is not positioned as an ESG-focused manager and is organized as an owner-operated LLC. In practice Wealth Advisory Solutions appears to use low-cost ETF exposure as the core equity beta while supplementing portfolios with individual stock positions and third-party alternative funds where appropriate.