Wealth Advisory Solutions, LLC
● SEC registered since 2017CRD 288903SEC# 801-110859Zionsville, IN
Reg. AUM
$599.1M
Employees
11
Accounts
1,826
Location
Zionsville, IN
Wealth Advisory Solutions, LLC assets under management
Wealth Advisory Solutions, LLC is a registered investment adviser overseen by the SEC based in Zionsville, IN. The firm has been registered since 2017. It reports $599.1 million in regulatory assets under management and employs 11 people.
Wealth Advisory Solutions, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kimberly Jo Custer Control | Managing Member/Cco | 25-50% | 2017 |
| Steven Paul Kyburz Control | Managing Member | 25-50% | 2017 |
| Tyler Ray Needler Control | Managing Member | 25-50% | 2017 |
Frequently asked questions
How much does Wealth Advisory Solutions, LLC manage?
Wealth Advisory Solutions, LLC reports $599.1 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Advisory Solutions, LLC have?
Wealth Advisory Solutions, LLC reports 11 employees.
Where is Wealth Advisory Solutions, LLC located?
Wealth Advisory Solutions, LLC is based in Zionsville, IN and has been SEC-registered since 2017.
Does Wealth Advisory Solutions, LLC disclose fund performance?
Wealth Advisory Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1630 W Oak St, Suite 201, Zionsville, IN 46077 |
| Phone | 317-559-2945 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1834802 |
| Discloses disciplinary history | No |
Regulatory AUM
$599.1M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$599.1Mregulatory AUM
Discretionary $584.8MNon-discretionary $14.3M