WELLTH ADVISORY SERVICES, LLC

WELLTH ADVISORY SERVICES, LLC is an SEC-registered investment adviser (CRD 330537). Regulatory assets under management: $26.7B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

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

Officers, owners & control persons (8)

NameRoleLocation
Sarah Amanda HughesCHIEF COMPLIANCE OFFICER
Jeffrey Jon CullenCHIEF EXECUTIVE OFFICER; PARTNER
Deane Janet MayerhoferCHIEF OPERATING OFFICER
Rebecca J CullenPARTNER
HUGHES SARAH AMANDACHIEF COMPLIANCE OFFICER
CULLEN JEFFREY JONCHIEF EXECUTIVE OFFICER; PARTNER
MAYERHOFER DEANE JANETCHIEF OPERATING OFFICER
CULLEN REBECCA JPARTNER

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