RIA Intel›Advisers›Indiana›WEALTH ADVISORY SOLUTIONS, LLC

WEALTH ADVISORY SOLUTIONS, LLC

Advisory

N·ZIONSVILLE, IN

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$599M
1-Year AUM Growth
-19.8%
3-Year CAGR
-5.4%
Employees
8
Assets Under Management
Total AUM$599M
Discretionary AUM$585M
Non-Discretionary AUM$14M
Discretionary %97.6%
Total Clients660
Team
Total Employees8
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record31
First FilingJun 21, 2017
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 31 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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