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- Custodian
- Charles Schwab & Company · Empower · Goldman Sachs · LPL Financial · Principal
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2024
- Office Locations
- 50
Office Locations
About Wellth Advisory Services, LLC
Wellth Advisory Services, LLC is a Shorewood-based RIA with 50 offices. The firm has been operating for 2 years. Managing $26.7B in total assets under management, with 73 advisory representatives. They custody assets with Charles Schwab & Company and Empower.
Reported data analysis
What the numbers show
Between December 12, 2025 and March 26, 2026, reported AUM increased 13.2%, from $23.6B to $26.7B.
Across 3 reported observations, AUM increased 21.7% between August 16, 2024 and March 26, 2026, from $21.9B to $26.7B.
Of the latest reported AUM, 35.1% is discretionary and 64.9% is non-discretionary.
The firm reports 73 advisory representatives and 3,897 clients, or 53.4 clients per representative. That equates to $6.8M in reported AUM per client.
The profile lists 50 reported office locations and 2 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
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Owner & Executives
JEFFREY JON CULLEN
Chief Executive Officer, Investment Advisor Representative
- CRD
- #4408760
- Ownership
- Less than 5%
SARAH AMANDA HUGHES
Chief Compliance Officer
- CRD
- #4507017
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Utkarsha Banerjee
--
- CRD
- #6325972
MARC ROGER BEAUSOLEIL
Certified Financial Planner
- CRD
- #5138965
Showing 2 of 76 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,372,111,875 | $3,688,356 |
| Non-Discretionary | $17,305,721,599 | $12,838,072 |
| Total | $26,677,833,474 | $6,859,818 |
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Separately Managed Accounts
SMA allocation detail is available
Wellth Advisory Services, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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