The Wealth Advisory Team, LLC
● SEC registered since 2022CRD 124957SEC# 801-123671Bellevue, KY
Reg. AUM
$147M
Employees
6
Accounts
533
Location
Bellevue, KY
The Wealth Advisory Team, LLC assets under management
The Wealth Advisory Team, LLC is an investment advisory firm registered with the SEC based in Bellevue, KY. The firm has been registered since 2022. It reports $147 million in regulatory assets under management and employs 6 people.
The Wealth Advisory Team, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Pulsfort | Director Of Personal Services | 10-25% | 2017 |
| MacKey Miriam McNeill Control | President/Ceo/Cco/Managing Member | Over 75% | 2003 |
| Sarah Grace Mohr | Partner/Owner | 10-25% | 2022 |
Frequently asked questions
How much does The Wealth Advisory Team, LLC manage?
The Wealth Advisory Team, LLC reports $147 million in regulatory assets under management on its Form ADV.
How many employees does The Wealth Advisory Team, LLC have?
The Wealth Advisory Team, LLC reports 6 employees.
Where is The Wealth Advisory Team, LLC located?
The Wealth Advisory Team, LLC is based in Bellevue, KY and has been SEC-registered since 2022.
Does The Wealth Advisory Team, LLC disclose fund performance?
The Wealth Advisory Team, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 601 Fairfield Avenue, Bellevue, KY 41073 |
| Phone | 859-331-7755 |
| Fax | 859-331-4695 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$147M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$147Mregulatory AUM
Discretionary $145.1MNon-discretionary $1.9M