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Building 2WELLTH ADVISORY SERVICES, LLC

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Phone866-777-4015
NotebookSEC #801-130037
Total AUM
$26.7B
Employees
74
Clients
3,892

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8-5
Monday - Friday
Phone
866-777-4015
Other Offices
31

ReceiptFinancials

Total AUM
$26.7B
Accounts
3,889
Discretionary
$9.4B
Accounts
2,541
Non-Discretionary
$17.3B
Accounts
1,348

ContactClients

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Individual Clients
2,188
AUM
$372.3M
HNW Individual Clients
246
AUM
$389.5M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1,406
AUM
$25.9B
Charitable Organization Clients
13
AUM
$26.7M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
34
AUM
$14.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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