Wealth Advisory Solutions, LLC
Wealth Advisory Solutions, LLC is an SEC-registered mass-market adviser in Zionsville, IN with $599.1M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Wealth Advisory Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288903, SEC 801-110859, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $599.1M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Zionsville, IN
- Employees
- 11
- Clients
- 684
- CRD
- 288903
- Ownership
- KYBURZ, STEVEN, PAUL; SWENDIMAN, MATTHEW, ASHLEY; CUSTER, KIMBERLY, JO; NEEDLER, TYLER, RAY; STARK, BRADLEY, RICHARD
How much AUM does Wealth Advisory Solutions, LLC have?
Wealth Advisory Solutions, LLC reported $599.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Wealth Advisory Solutions, LLC?
Disclosed owners and executives of Wealth Advisory Solutions, LLC include KYBURZ, STEVEN, PAUL, SWENDIMAN, MATTHEW, ASHLEY, CUSTER, KIMBERLY, JO, NEEDLER, TYLER, RAY, STARK, BRADLEY, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.