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WEALTH ADVISORY SOLUTIONS, LLC
CRD 288903 · SEC 801-110859
1630 W OAK ST, SUITE 201, ZIONSVILLE, IN, 46077, United States
Phone
317-559-2945
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$599.1M
Discretionary AUM
$584.8M
Team
11 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 580 | $120.1M |
| High net worth individuals | 98 | $467.3M |
| Pension/profit sharing plans | 2 | $3.9M |
| Charitable organizations | 2 | $7.5M |
| Corporations/business entities | 2 | $292K |
States served
AR, CA, CO, GA, IL, IN, KY, LA, MI, NY, OH, SC, WV, TX, NH, FL
All web addresses on file
- HTTP://WWW.CEDARWEALTHPARTNERS.COM
- http://www.themonumentcirclegroup.com
- HTTP://WWW.INTELLIGENTDESIGNADVISORS.COM
- http://www.linkedin.com/company/wealth-advisory-solutions/
- http://www.envisionria.com
- https://www.linkedin.com/company/intelligent-design-advisors
- https://www.linkedin.com/company/cedar-wealth-partners
- http://www.WASAdvisors.com
Official SEC filing: View on IAPD