← Back to searchVisit website
WELLTH ADVISORY SERVICES, LLC
CRD 330537 · SEC 801-130037
VT, United States
Phone
866-777-4015
Fax
866-777-4015
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$26.68B
Discretionary AUM
$9.37B
Team
74 total employees; 73 advisory reps; 10 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2188 | $372.3M |
| High net worth individuals | 246 | $389.5M |
| Pension/profit sharing plans | 1406 | $25.87B |
| Charitable organizations | 13 | $26.7M |
| Corporations/business entities | 34 | $14.4M |
States served
VT, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD