W&s Advisory Services, LLC
● SEC registered since 2025CRD 334683SEC# 801-132082Cincinnati, OH
Reg. AUM
$5.3M
Employees
9
Accounts
6,689
Location
Cincinnati, OH
W&s Advisory Services, LLC assets under management
W&s Advisory Services, LLC is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2025. It reports $5.3 million in regulatory assets under management and employs 9 people.
W&s Advisory Services, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Edward Fotsch Control | Vice President | Under 5% | 2025 |
| David A Rosenbluth Control | Director | Under 5% | 2025 |
| Jay Vincent Johnson Control | Vice President And Treasurer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does W&s Advisory Services, LLC manage?
W&s Advisory Services, LLC reports $5.3 million in regulatory assets under management on its Form ADV.
How many employees does W&s Advisory Services, LLC have?
W&s Advisory Services, LLC reports 9 employees.
Where is W&s Advisory Services, LLC located?
W&s Advisory Services, LLC is based in Cincinnati, OH and has been SEC-registered since 2025.
Does W&s Advisory Services, LLC disclose fund performance?
W&s Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 303 Broadway, Suite 1100, Cincinnati, OH 45202 |
| Phone | 513-361-7600 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.3MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$5.3Mregulatory AUM
Discretionary $5.3M