WEALTH ADVISORY SOLUTIONS, LLC

WEALTH ADVISORY SOLUTIONS, LLC of ZIONSVILLE, IN is an SEC-registered investment adviser (CRD 288903). Regulatory assets under management: $599.1M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (9)

NameRoleLocation
Kimberly Jo CusterMANAGING MEMBER/CCO
Tyler Ray NeedlerMANAGING MEMBER
Steven Paul KyburzMANAGING MEMBER
SWENDIMAN MATTHEW ASHLEYCHIEF COMPLIANCE OFFICER
STARK BRADLEY RICHARDCHIEF COMPLIANCE OFFICER
CUSTER KIMBERLY JOMANAGING MEMBER; MANAGING MEMBER/CCO
HAFT BRYAN CHARLESCHIEF COMPLIANCE OFFICER
NEEDLER TYLER RAYMANAGING MEMBER
kyburz Steven PaulMANAGING MEMBER

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