# WELLTH ADVISORY SERVICES

WELLTH ADVISORY SERVICES is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/strategic-retirement-partners

## Regulatory record

- **CRD number:** 330537
- **SEC file number:** 801-130037
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330537

## About

WELLTH ADVISORY SERVICES, LLC is an SEC-registered investment adviser since 2024. The firm manages $26.7 billion in assets, $9.4 billion on a discretionary basis. It has 74 employees and 73 registered investment advisers.

## Questions

### Who are the investment decision-makers at WELLTH ADVISORY SERVICES, LLC?

The principals and authorized signatories of the LLC are not a matter of public record. Wealth-owning family members often hold managing member roles, with investment authority delegated to an internal chief investment officer or a trusted external advisory committee that does not seek publicity.

## Related profiles

- [Welcy Capital Advisors](https://altss.com/profile/welcy-capital-advisors-llc)
- [Welwing Capital Group](https://altss.com/profile/welwing-capital-group-limited)

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Last updated: 2026-07-06T01:24:28.778Z

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