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W&S ADVISORY SERVICES, LLC

CRD 334683 · SEC 801-132082

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303 BROADWAY, SUITE 1100, CINCINNATI, OH, 45202, United States

Phone

513-361-7600

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.3M

Discretionary AUM

$5.3M

Team

9 total employees; 9 advisory reps; 6689 broker-dealer reps

Clients

1-10

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals6689$5.3M

States served

AL, AZ, CA, GA, IL, IN, LA, ME, MI, MS, NJ, NC, OH, PA, SC, VA, WV, TX, FL

All web addresses on file

Official SEC filing: View on IAPD