WELLTH ADVISORY SERVICES, LLC
· CRD 330537
SEC-registered investment adviser since 2024 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$26.7bn
- Main clients (by assets)Pension plans 97%, High net worth individuals 1%, Individuals 1%
- Websitesrpretire.com
- Form ADV · 2026-08-31SEC adviser record
- Kindinstitutions
- Others nearbyProvidence, RI, Urbandale, IA, Austin, TX, Northville, MI, Redwood City, CA, Westerville, OH
As an employer
- Staff (Form ADV)74 · 73 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Providence, RIUnited States | 8 |
| Urbandale, IAUnited States | 5 |
| Austin, TXUnited States | 4 |
| Northville, MIUnited States | 4 |
| Fresno, CAUnited States | 3 |
| Redwood City, CAUnited States | 3 |
| Westerville, OHUnited States | 3 |
| Palos Verdes, CAUnited States | 2 |
| Brookfield, WIUnited States | 1 |
| Buffalo, NYUnited States | 1 |
| Fort Wayne, INUnited States | 1 |
| Greenwood, INUnited States | 1 |
7 more cities
| Las Vegas, NVUnited States | 1 |
| Maitland, FLUnited States | 1 |
| Medina, OHUnited States | 1 |
| Rochester, NYUnited States | 1 |
| Tulsa, OKUnited States | 1 |
| Venice, FLUnited States | 1 |
| Williamsburg, VAUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.