THE WEALTH ADVISORY TEAM, LLC
Doing business as THE PROSPERITY PEOPLE. SEC Form ADV profile.
Total regulatory AUM
$147,000,000
Discretionary
$145,100,000
Non-discretionary
$1,900,000
Firm details
- CRD number
- 124957
- SEC file number
- 801-123671
- Main office
- BELLEVUE, KY, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.