Wellth Advisory Services LLC

Item 7: Types of Clients
WELLth Advisory Services works with the following types of clients:
   • Individuals and high net worth individuals.
   • Pension, re@rement, and profit-sharing plans.
   • Corpora@ons, Limited Liability Companies and/or other Ins@tu@ons.

In general, WELLth Advisory Services does not have a minimum amount to open and maintain an account, however
certain third-party asset managers and IARs may require a minimum investment in order to open a managed account.

The specific amounts are detailed in the third-party asset managers’ agreements or in the WELLth Advisory Services
agreement, as nego@ated by the client and WELLth Advisory Services. Accounts below the stated minimums may be
accepted on an individual basis at the discre@on of WELLth Advisory Services and the pla_orm sponsor.