Wellth Advisory Services, LLC
● SEC registered since 2024CRD 330537SEC# 801-130037
Reg. AUM
$26.68B
Employees
74
Accounts
3,889
Location
—
Wellth Advisory Services, LLC assets under management
Wellth Advisory Services, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $26.7 billion in regulatory assets under management and employs 74 people.
Wellth Advisory Services, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deane Janet Mayerhofer Control | Chief Operating Officer | Under 5% | 2024 |
| Jeffrey Jon Cullen Control | Chief Executive Officer | Under 5% | 2024 |
| Sarah Amanda Hughes Control | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Wellth Advisory Services, LLC manage?
Wellth Advisory Services, LLC reports $26.7 billion in regulatory assets under management on its Form ADV.
How many employees does Wellth Advisory Services, LLC have?
Wellth Advisory Services, LLC reports 74 employees.
Does Wellth Advisory Services, LLC disclose fund performance?
Wellth Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 866-777-4015 |
| Fax | 866-777-4015 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$26.68B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$26.68Bregulatory AUM
Discretionary $9.37BNon-discretionary $17.31B