# THE WEALTH ADVISORY TEAM, LLC

THE WEALTH ADVISORY TEAM, LLC of BELLEVUE, KY is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 124957
- Type: SEC-registered investment adviser
- SEC file number: 801-123671
- Location: 601 FAIRFIELD AVENUE, BELLEVUE, KY, 41073
- Phone: 859-331-7755
- Latest filing: 2026-02-02
- Regulatory AUM: $147.0M
- Discretionary AUM: $145.1M
- Non-discretionary AUM: $1.9M
- Clients: 6
- Accounts: 533

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Mackey Miriam Mcneill | PRESIDENT/CEO/CCO/MANAGING MEMBER | — |
| Andrew James Pulsfort | DIRECTOR OF PERSONAL SERVICES | — |
| Sarah Grace Mohr | PARTNER/OWNER | — |
| MCNEILL MACKEY | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRESIDENT/CEO | — |
| MCNEILL MACKEY MIRIAM | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRESIDENT/CEO (+1 more) | — |
| PULSFORT ANDREW JAMES | DIRECTOR OF PERSONAL SERVICES | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2019-09-18 | regulatory | FAILURE TO OBTAIN WRITTEN ADVISORY CONTRACTS FOR SOME CLIENTS. MACKEY ADVISORS CPAS, AN AFFILIATE USED ADVERTISING THAT INCLUDED TESTIMONIALS THAT COULD BE MISINTERPRETED AS TESTIMONIALS OF THE INVESTMENT ADVISER. | Final | $2K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124957/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124957/similar
- Related entities: https://search.stillhousedata.com/firm/124957/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124957

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.