|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wellth Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 330537 |
| SEC # | 801-130037 |
| CIK # | |
| AUM | $23.6 B (2025-03-31) |
| Employees | 72 (100% Investors, 40% Brokers) |
| Phone | 866-777-4015 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,006 | 0.4 |
| (b) Individuals (high net worth individuals) | 5 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1,328 | 23.1 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 35 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,338 | 23.6 |
| By Discretionary | ||
| Discretionary | 1,012 | 7.2 |
| Non-Discretionary | 1,326 | 16.3 |
| Total | 2,338 | 23.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 23.6 | |
| Total | 2,338 | 23.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Addenda Capital Inc
✚
|
26.2 | |
|
Capital Advisors Group Inc
✚
|
MA | 26.0 |
|
Goldman Sachs Wealth Services LP
✚
|
NY | 26.0 |
|
Eagle Strategies LLC
✚
|
NY | 25.4 |
|
Allworth Financial LP
✚
|
CA | 25.1 |
|
Clearstead Advisors LLC
✚
|
OH | 24.3 |
|
The Baldwin Group Wealth Advisors LLC
✚
|
FL | 21.0 |
|
LeafHouse Financial Advisors LLC
✚
|
TX | 20.7 |
|
Matson Money Inc
✚
|
OH | 20.6 |
|
Highland Consulting Associates Inc
✚
|
OH | 20.2 |