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WELLTH ADVISORY SERVICES, LLC
CRD 330537File 801-130037
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$26.68B
Top 10% of cohort (national)
Discretionary AUM
$9.37B
Non-discretionary $17.31B
Clients
3,887
3,889 accounts
Employees
74
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 26, 2024
- Principal office
- Not reported
- Phone
- 866-777-4015
- Website
- http://www.srpretire.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $26.68B
- Discretionary AUM
- $9.37B
- Non-discretionary AUM
- $17.31B
- Discretionary accounts
- 2,541
- Non-discretionary accounts
- 1,348
- Total accounts
- 3,889
- AUM per client
- $6.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 34 | $14.4M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 13 | $26.7M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 246 | $389.5M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 1,406 | $25.87B |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 2,188 | $372.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.