W
$26.7B Total AUM
$9.4B Disc. AUM
-- 3Y CAGR
74 Employees
3,897 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower · Goldman Sachs · LPL Financial · Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2024
- Office Locations
- 50
Office Locations
1093 Medina Road Suite 201 Medina OH
11211 Taylor Draper Lane Suite 110 Austin TX
155 Culver Road Suite 200 Rochester NY
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.
Team overview
46 AVG AGE
$365.4M AVG AUM / ADVISOR
$6.8M AVG AUM / CLIENT
1.8 yrs AVG TENURE
74 Employees
73 Advisory Reps
73 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JEFFREY JON CULLEN
Chief Executive Officer, Investment Advisor Representative
- CRD
- #4408760
- Ownership
- Less than 5%
Available
Available
Available
S
SARAH AMANDA HUGHES
Chief Compliance Officer
- CRD
- #4507017
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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U
Utkarsha Banerjee
--
- CRD
- #6325972
Available
Available
Available
M
MARC ROGER BEAUSOLEIL
Certified Financial Planner
- CRD
- #5138965
Available
Available
Available
Showing 2 of 76 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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