CRD: 288903
Wealth Advisory Solutions, LLC
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- Custodian
- Charles Schwab & Company · First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2017
- Office Locations
- 2
Office Locations
About Wealth Advisory Solutions, LLC
Intelligent Design Advisors (Wealth Advisory Solutions, LLC) provides discretionary asset management and comprehensive financial planning for families and active investors/traders, blending a traditional core approach with satellite strategies and portfolio construction using ETFs and public funds. The team publishes market research and commentary, and offers modern cash management through Charles Schwab custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KIMBERLY JO CUSTER
Chief Compliance Officer, Managing Member
- CRD
- #3070629
- Ownership
- 25% but less than 50%
STEVEN PAUL KYBURZ
Managing Member, Partner
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Rick Brian Davis
Managing Principal
- CRD
- #6991717
KYLE EDWARD MARBURGER
Wealth Advisor
- CRD
- #6722531
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $584,762,379 | $340,374 |
| Non-Discretionary | $14,346,400 | $132,837 |
| Total | $599,108,779 | $328,099 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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