Investment adviser · CRD 330537

WELLTH ADVISORY SERVICES, LLC

Investment adviser filing (IA)

· Form ADV filed Aug 31, 2026

Regulatory AUM: $26.7B
Client accounts: 3,889
Employees: 74
Advisory professionals: 73

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Retirement plans	1,406	$25,874,836,218	97.0%
High-net-worth individuals	246	$389,515,479	1.5%
Individuals	2,188	$372,340,239	1.4%
Charities	13	$26,701,597	0.1%
Corporations & businesses	34	$14,439,941	0.1%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2122254 · Aug 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

CRD 330537

Filing source

Form ADV 2122254 · Aug 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.