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The Wealth Advisory Team, LLC

● SEC registered since 2022CRD 124957SEC# 801-123671Bellevue, KY
Export (members)
Reg. AUM
$130.7M
Employees
5
Accounts
520
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 $130.7 million in regulatory assets under management and employs 5 people.
www.theprosperitypeople.comView on SEC.gov ↗

The Wealth Advisory Team, LLC owners & executives

3 reported
NameTitleOwnershipSince
Andrew James PulsfortDirector Of Personal Services10-25%2017
MacKey Miriam McNeill ControlPresident/Ceo/Cco/Managing MemberOver 75%2003
Sarah Grace MohrPartner/Owner10-25%2022

Frequently asked questions

How much does The Wealth Advisory Team, LLC manage?

The Wealth Advisory Team, LLC reports $130.7 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 5 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

Address601 Fairfield Avenue, Bellevue, KY 41073
Phone859-331-7755
Fax859-331-4695
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$129.4M
Non-discretionary$1.3M
Total (RAUM)$130.7M