Wellth Advisory Services, LLC

RIASEC Registered

Total AUM

$26.7B

Discretionary

$9.4B

35% of AUM

Avg account

$6.9M

Accounts

3,889

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 330537
Registered since: April 26, 2024
Website: www.srpretire.com
Custodians: PRINCIPAL SECURITIES, INC., EMPOWER FINANCIAL SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans96.99%
HNWI1.46%
Individuals1.4%
Charitable Organizations0.1%
Corporations / Businesses0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wellth Advisory Services, LLC is an independent SEC-registered registered investment adviser formed as an LLC and listed as an active capital allocator. The firm serves both individuals/families and institutional clients, offering a mix of financial planning and discretionary and non-discretionary portfolio management. Its advisory scope, as disclosed, includes portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selection of other advisers, and educational seminars or workshops. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm does not position itself as an active ESG investor.