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

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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