# Wealth Advisory Solutions

Wealth Advisory Solutions is a Bank / Wealth / Trust based in Zionsville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Zionsville, United States
- **Region:** North America
- **Address:** Indianapolis, IN, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** wasadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/wealth-advisory-solutions

## Regulatory record

- **CRD number:** 288903
- **SEC file number:** 801-110859
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288903

## About

Wealth Advisory Solutions was established in Indianapolis in 2017 as a registered investment advisor. The firm provides investment advisory services including asset management and financial planning to individuals, high-net-worth individuals, trusts, and corporate entities. The wealth manager operates under a fiduciary standard, meaning it is legally obligated to put client interests ahead of its own. The firm's investment approach centers on portfolio construction and ongoing management for private clients. Asset classes engaged typically include domestic and international equities, fixed income, and alternative investments where suitable for accredited investors. The advisory model appears to rely on building customized allocations rather than promoting in-house funds or proprietary strategies. The geographic footprint is concentrated in the Midwest, with Indianapolis as the sole confirmed office. The firm does not publicly disclose assets under management, team size, or named principals. Public records confirm its 2017 registration and Indiana domicile, but operational details remain thin beyond standard ADV filings that describe its fee-based advisory services for individuals and entities. The firm's architecture as an independent advisor — not affiliated with a bank, wirehouse, or product manufacturer — means client portfolios are not captive to a parent company's balance sheet, a governance feature that distinguishes it from many Midwest peers tied to regional banks.

## Questions

### Is Wealth Advisory Solutions a fiduciary?

As a registered investment advisor, the firm is legally bound by a fiduciary duty to act in its clients' best interests. This differs from broker-dealer standards that permit a suitability standard. The fiduciary obligation means the firm must disclose conflicts of interest and prioritize client outcomes when selecting investments or recommending strategies.

### What kind of clients does Wealth Advisory Solutions serve?

The firm serves a mix of individuals, high-net-worth individuals, trusts, and corporate entities. Public filings indicate its advisory services are available to both retail and accredited investors, with financial planning and portfolio management offered on a fee basis rather than commission.

## Related profiles

- [Wealth Advisory Group](https://altss.com/profile/wealth-advisory-group)
- [Wealth Alliance Advisory Group](https://altss.com/profile/wealth-alliance-advisory-group-waag)

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Last updated: 2026-08-11T02:43:31.692Z

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