WELLTH ADVISORY SERVICES, LLC

RIASEC RegisteredEst. 2024

Total AUM

$26.7B

Discretionary

$9.4B

35% of AUM

Avg account

$6.9M

Accounts

3,889

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 330537
Registered since: April 26, 2024
Website: www.srpretire.com
Custodians: PRINCIPAL SECURITIES, INC., EMPOWER FINANCIAL SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans96.99%
HNWI1.46%
Individuals1.4%
Charitable Organizations0.1%
Corporations / Businesses0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wellth Advisory Services, LLC is an SEC-registered independent RIA (registered in 2024) structured as a limited liability company. The firm identifies itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory menu includes financial planning, portfolio management for individuals and smaller businesses, portfolio management for institutions, pension consulting, selection of third‑party advisers, and educational seminars. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed-fee engagements. The ADV indicates the firm does not present itself as an active ESG investor. The practice of selecting other advisers and using external managers is explicitly part of its service set, suggesting a model that blends internally managed portfolios with delegated or outsourced manager relationships.