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Sarah Amanda Hughes

WELLTH ADVISORY SERVICES, LLC·SHOREWOOD, Illinois
SIE, Series 7, Series 24, Series 63Clean recordWELLTH ADVISORY SERVICES, LLC
25434 PRAIRIEWOOD LANE, SHOREWOOD, IL 60404CRD# 4507017Firm CRD# 330537

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah Amanda Hughes · SHOREWOOD, IL
Registration
CRD #4507017 · WELLTH ADVISORY SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WELLTH ADVISORY SERVICES, LLC
CRD 330537 · SEC 801-130037
AUM
$21.9B
Regulatory assets under management
Employees
80
3,051 client accounts
Services offered by WELLTH ADVISORY SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WELLTH ADVISORY SERVICES, LLC →
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Frequently Asked Questions

What services does Sarah Amanda Hughes offer?
Sarah Amanda Hughes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHOREWOOD, Illinois for a consultation.
What are Sarah Amanda Hughes's credentials?
Sarah Amanda Hughes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Amanda Hughes located?
Sarah Amanda Hughes is based in SHOREWOOD, Illinois, working with WELLTH ADVISORY SERVICES, LLC. Their office serves clients in the SHOREWOOD metropolitan area and surrounding communities.
How does Sarah Amanda Hughes charge for services?
Sarah Amanda Hughes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLTH ADVISORY SERVICES, LLC?
WELLTH ADVISORY SERVICES, LLC has approximately 80 employees and manages $21.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WELLTH ADVISORY SERVICES, LLC

Jeffrey Jon Cullen
SHOREWOOD, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
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Research
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