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Wealth Advisory Solutions, LLC

● SEC registered since 2017CRD 288903SEC# 801-110859Zionsville, IN
Export (members)
Reg. AUM
$560.4M
Employees
11
Accounts
1,723
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 $560.4 million in regulatory assets under management and employs 11 people.
www.envisionria.comView on SEC.gov ↗

Wealth Advisory Solutions, LLC owners & executives

3 reported
NameTitleOwnershipSince
Kimberly Jo Custer ControlManaging Member/Cco25-50%2017
Steven Paul Kyburz ControlManaging Member25-50%2017
Tyler Ray Needler ControlManaging Member25-50%2017

Frequently asked questions

How much does Wealth Advisory Solutions, LLC manage?

Wealth Advisory Solutions, LLC reports $560.4 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

Address1630 W Oak St, Suite 201, Zionsville, IN 46077
Phone317-559-2945
Office hours8:30 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1834802
Discloses disciplinary historyNo

Assets under management

Discretionary$546.5M
Non-discretionary$13.9M
Total (RAUM)$560.4M