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| Keyboard |
| Wellth Advisory Services LLC
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|---|---|
| CRD # | 330537 |
| SEC # | 801-130037 |
| CIK # | |
| AUM | 26.68 B (2026-03-26) |
| Employees | 74 (99% Investors, 36% Brokers) |
| Fees | |
| Minimum | |
| Phone | 866-777-4015 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,188 | 0.4 |
| (b) Individuals (high net worth individuals) | 246 | 0.4 |
| (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 | 1,406 | 25.9 |
| (h) Charitable organizations | 13 | 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 | 34 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,889 | 26.7 |
| By Discretionary | ||
| Discretionary | 2,541 | 9.4 |
| Non-Discretionary | 1,348 | 17.3 |
| Total | 3,889 | 26.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.7 | |
| Total | 3,889 | 26.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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