|
⚲
|
| W&S Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 334683 |
| SEC # | 801-132082 |
| CIK # | |
| AUM | $5.3 M (2026-05-07) |
| Employees | 9 (100% Investors, 100% Brokers) |
| Phone | 513-361-7600 |
| Address | 303 Broadway Cincinnati, OH 45202 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,689 | 5.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,689 | 5.3 |
| By Discretionary | ||
| Discretionary | 6,689 | 5.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,689 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.3 | |
| Total | 6,689 | 5.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pacific Point Wealth Management LLC
✚
|
CA | 0.0 |
|
Aspire Wealth Advisory Group LLC
✚
|
NY | 0.0 |
|
Sauberan & Company LLC
✚
|
NY | 0.0 |
|
Cynosure Portfolio Advisors LLC
✚
|
UT | 0.0 |
|
St Louis Financial Planners Inc
✚
|
MO | 0.0 |
|
Revolut Wealth Inc
✚
|
NY | 0.0 |
|
QuantCore Capital Management LLC
✚
|
0.0 | |
|
Centerfin Inc
✚
|
NY | 0.0 |
|
UP Financial USA Inc
✚
|
0.0 | |
|
Integrated Financial Planning Services
✚
|
0.0 |