W&S ADVISORY SERVICES, LLC

Overview

W&S Advisory Services, LLC is a fee-based advisory firm that focuses on financial planning and portfolio management for individuals and small businesses. The firm reports registering with the SEC in 2025 and operates as a limited liability company with ownership described as a domestic entity and individual. Its stated client base is individual and family clients, and it uses a fixed-fee compensation model rather than percentage-of-assets billing. The firm lists several industry affiliations — including broker-dealer relationships, other registered investment adviser roles, commodity pool operator/commodity trading advisor links, an insurance company affiliation, and sponsor roles for limited partnerships and pooled investment vehicles — which suggest the firm has capabilities across advisory, distribution, and sponsor activities even if its current asset mix is narrow. W&S does not identify as an active ESG investor and reports that it is not a pension consultant or a multi-state adviser in its snapshot.

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Location & Offices