WELLTH ADVISORY SERVICES, LLC

4 registered advisors·CRD# 330537
SEC# 801-13003731866-777-4015
01

Firm Overview

AUM
$21.9B
Regulatory assets under management
Employees
80
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WELLTH ADVISORY SERVICES, LLC

4 registered advisors
Deane Janet Mayerhofer
SHOREWOOD, Illinois
Jeffrey Jon Cullen
SHOREWOOD, Illinois
Rebecca J Cullen
SHOREWOOD, Illinois
Sarah Amanda Hughes
SHOREWOOD, Illinois
05

Office Locations

SHOREWOOD, Illinois
4 advisors

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Data sourced from SEC Form ADV filings. WELLTH ADVISORY SERVICES, LLC (CRD# 330537) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.