# WELLTH ADVISORY SERVICES, LLC

WELLTH ADVISORY SERVICES, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 330537
- Type: SEC-registered investment adviser
- SEC file number: 801-130037
- Phone: 866-777-4015
- Latest filing: 2026-03-26
- Regulatory AUM: $26.7B
- Discretionary AUM: $9.4B
- Non-discretionary AUM: $17.3B
- Clients: 74
- Accounts: 3,889

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Sarah Amanda Hughes | CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Jon Cullen | CHIEF EXECUTIVE OFFICER; PARTNER | — |
| Deane Janet Mayerhofer | CHIEF OPERATING OFFICER | — |
| Rebecca J Cullen | PARTNER | — |
| HUGHES SARAH AMANDA | CHIEF COMPLIANCE OFFICER | — |
| CULLEN JEFFREY JON | CHIEF EXECUTIVE OFFICER; PARTNER | — |
| MAYERHOFER DEANE JANET | CHIEF OPERATING OFFICER | — |
| CULLEN REBECCA J | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330537/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330537/similar
- Related entities: https://search.stillhousedata.com/firm/330537/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330537

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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.