Wealth Advisory Solutions, LLC
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
FINTRXOverview
Wealth Advisory Solutions, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is registered with the SEC (registered in 2017) and positions itself as a capital allocator serving both individuals and families as well as institutional clients. Its advisory capabilities include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services and selection of other advisers. Fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm has an industry affiliation with an insurance company and does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
1 of 1
Eve Smith
Client Service CoordinatorCRD 8221452
Contacts
3 of 9
Tyler Needler
Managing PartnerCRD 5660871
Johnelle Smith
Partner, Senior Wealth AdvisorCRD 4282078
Elizabeth Sturgeon
Executive Vice PresidentCRD 4289855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$431M in ETFs
85%
$368M
1%
$63.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $45.7M | 59,972 | 10.61% |
Location
Zionsville, IN
Boone
Location
Zionsville, IN
Headquartered in Zionsville, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Boone
- Address
- 1630 W Oak St
- Time zone
- ET (UTC-5)
- Office locations
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