| 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 |
Wellth Advisory Services, LLC reports $23.6 billion in regulatory assets under management on its Form ADV.
Wellth Advisory Services, LLC reports 72 employees.
Wellth Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 866-777-4015 |
| Fax | 866-777-4015 |
| Office hours | 5-Aug |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $7.24B |
| Non-discretionary | $16.33B |
| Total (RAUM) | $23.57B |