Home
›
Firms
›
THE WEALTH ADVISORY TEAM, LLC
THE WEALTH ADVISORY TEAM, LLC
THE PROSPERITY PEOPLE
BELLEVUE, Kentucky
·
2 registered advisors
·
CRD# 124957
SEC# 801-123671
0
859-331-7755
01
Firm Overview
AUM
$127M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE WEALTH ADVISORY TEAM, LLC
2 registered advisors
Andrew James Pulsfort
BELLEVUE, Kentucky
CRD# 4772615
Mackey Miriam Mcneill
BELLEVUE, Kentucky
CRD# 2872751
05
Office Locations
BELLEVUE, Kentucky
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. THE WEALTH ADVISORY TEAM, LLC (CRD# 124957) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.