Wealth Advisory Solutions, LLC
Firm details
- Headquarters
- Zionsville, Indiana
- CRD number
- 288903
- Registered since
- July 21, 2017
- Website
- www.wa-partners.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78%
- Individuals20.05%
- Charitable Organizations1.25%
- Pension & Profit Sharing Plans0.65%
- Corporations / Businesses0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Advisory Solutions, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm describes itself as a capital allocator that serves both individual/family and institutional clients. Its pricing mixes percentage-of-AUM billing with hourly and fixed-fee arrangements, and its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, institutional management, pension consulting services, and selection of sub‑advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
1 of 1
Eve Smith
Client Service CoordinatorCRD 8221452
Contacts
3 of 9
M Warren
PresidentCRD 4310023
Steven Smith
Financial AdvisorCRD 1160933
Elizabeth Sturgeon
Executive Vice PresidentCRD 4289855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$439M in ETFs
86%
$376M
1%
$63.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $44.9M | 60,067 | 10.23% |
Location
Zionsville, IN
Boone
Location
Zionsville, IN
Headquartered in Zionsville, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Boone
- Address
- 1630 W Oak St
- Time zone
- ET (UTC-5)
- Office locations
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