|
⚲
|
| Keyboard |
| The Wealth Advisory Team LLC
✚
|
|
|---|---|
| CRD # | 124957 |
| SEC # | 801-123671 |
| CIK # | 0002039196 |
| AUM | 147.0 M (2026-02-02) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 859-331-7755 |
| Address | 601 Fairfield Avenue Bellevue, KY 41073 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 0.8 | ||
| Microsoft Corp | 0.5 | ||
| Southern Co | 0.4 | ||
| Apple Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 46.7 |
| (b) Individuals (high net worth individuals) | 41 | 91.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 9.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 533 | 147.0 |
| By Discretionary | ||
| Discretionary | 520 | 145.1 |
| Non-Discretionary | 13 | 1.9 |
| Total | 533 | 147.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.0 | |
| Total | 533 | 147.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002039196] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 16 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mueller Wealth LLC
✚
|
WI | 148.1 M |
|
Barrett Wealth Connection LLC
✚
|
IL | 148.0 M |
|
Financial Avenues LLC
✚
|
147.6 M | |
|
RABE Investment Consulting Group
✚
|
OH | 147.3 M |
|
Vision Capital Partners
✚
|
MI | 146.6 M |
|
MFG Investments LLC
✚
|
NJ | 146.5 M |
|
Guncheon Financial LLC
✚
|
IA | 146.2 M |
|
Campbell Asset Management LLC
✚
|
TN | 146.0 M |
|
Mercantile Advisors I LLC
✚
|
TX | 146.0 M |
|
CornerStone Wealth Partners LLC
✚
|
MI | 145.9 M |