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| Wealth Advisory Solutions LLC
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| CRD # | 288903 |
| SEC # | 801-110859 |
| CIK # | 0001834802 |
| AUM | 599.1 M (2026-03-19) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 317-559-2945 |
| Address | 1630 W Oak St Zionsville, IN 46077 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 15.1 | ||
| Amazon Com Inc | 14.2 | ||
| Apple Inc | 13.3 | ||
| PepsiCo Inc | 11.5 | ||
| World Currency Gold Trust | 11.1 | ||
| J P Morgan Chase & Co | 10.1 | ||
| Microsoft Corp | 7.2 | ||
| Ace Ltd | 5.9 | ||
| Air Products & Chemicals Inc /DE/ | 5.5 | ||
| Uber Technologies Inc | 5.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 580 | 120.1 |
| (b) Individuals (high net worth individuals) | 98 | 467.3 |
| (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 | 2 | 3.9 |
| (h) Charitable organizations | 2 | 7.5 |
| (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 | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,826 | 599.1 |
| By Discretionary | ||
| Discretionary | 1,718 | 584.8 |
| Non-Discretionary | 108 | 14.3 |
| Total | 1,826 | 599.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 599.1 | |
| Total | 1,826 | 599.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001834802] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Wealth Advisory Solutions LLC
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|
IN | 599.1 M |
|
Canterbury Investment Management LLC
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|
IN | 69.8 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Modus Advisors LLC
✚
|
MN | 601.1 M |
|
Stevens Capital Partners Inc
✚
|
NE | 600.7 M |
|
Carlton Hofferkamp and Jenks Wealth Management LLC
✚
|
TX | 600.2 M |
|
Giverny Capital Asset Management LLC
✚
|
NY | 599.4 M |
|
Praetorian Wealth Management Inc
✚
|
CA | 598.7 M |
|
Whitener Capital Management Inc
✚
|
NC | 598.5 M |
|
Lone Peak Global Investors LLC
✚
|
UT | 598.4 M |
|
Concorde Asset Management LLC
✚
|
MI | 598.4 M |
|
Grand Wealth Management LLC
✚
|
MI | 597.8 M |
|
Measured Risk Portfolios Inc
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|
CA | 597.2 M |