W&s Advisory Services, LLC
W&s Advisory Services, LLC is an SEC-registered mass-market adviser in Cincinnati, OH with $5.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns W&s Advisory Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334683, SEC 801-132082, data through 2026-05-07.
- AUM (assets under management / regulatory AUM)
- $5.3M (2026-05-07)
- Firm type
- Mass-Market Adviser
- Location
- Cincinnati, OH
- Employees
- 9
- Clients
- 6,689
- CRD
- 334683
- Ownership
- STEARNS, TIMOTHY, STEVEN; WESTERN & SOUTHERN FINANCIAL GROUP, INC.; BRODIE, TROY, DALE; NIEMEYER, JONATHAN, DAVID; ROSENBLUTH, DAVID, A
How much AUM does W&s Advisory Services, LLC have?
W&s Advisory Services, LLC reported $5.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-07).
Who owns W&s Advisory Services, LLC?
Disclosed owners and executives of W&s Advisory Services, LLC include STEARNS, TIMOTHY, STEVEN, WESTERN & SOUTHERN FINANCIAL GROUP, INC., BRODIE, TROY, DALE, NIEMEYER, JONATHAN, DAVID, ROSENBLUTH, DAVID, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.