WEALTH ADVISORY SOLUTIONS, LLC

1630 W Oak St
Suite 201
Zionsville, Indiana 46077
Tel: 317-559-0688

About WEALTH ADVISORY SOLUTIONS, LLC

WEALTH ADVISORY SOLUTIONS, LLC, formally registered with the SEC as WEALTH ADVISORY SOLUTIONS, LLC. The firm was established in 07/21/2017. They have over 4 offices throughout the country.

WEALTH ADVISORY SOLUTIONS, LLC is a Zionsville, Indiana based Financial Planning firm with nearly $535,354,023 assets under management, offering retirement planning & investment advisory services to 1777 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288903
SEC#	801-110859
Assets Managed by Firm	$535,354,023
No. of Clients	1777
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1777	$535,354,023
Individuals (other than high net worth individuals)	532	$106,651,689
High net worth individuals	77	$416,517,027
Pension and profit sharing plans	2	$5,818,925
Charitable organizations	3	$6,339,448
Corporations or other businesses	1	$26,934

More Retirement Planning firms in Zionsville, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

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