WELLTH ADVISORY SERVICES, LLC
SEC Form ADV profile.
Total regulatory AUM
$26,677,833,474
Discretionary
$9,372,111,875
Non-discretionary
$17,305,721,599
Firm details
- CRD number
- 330537
- SEC file number
- 801-130037
- Employees
- 74
- SEC status
- Approved
- Website
- http://www.srpretire.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.