Wealth Advisory Solutions, LLC

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Client assets under management

$587,435,691

Clients

678

14% high-net worth

Advisors

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$866,424

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Main office location

Wealth Advisory Solutions, LLC

1630 W Oak St, Suite 201

Zionsville IN 46077, United States

Number of offices

Most active in

Arkansas · California · Colorado · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Michigan · New Hampshire · New York · Ohio · South Carolina · Texas · West Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 317-559-2945

Advisors at this firm

Tyler N

Series 66

Zionsville, IN

Wealth Advisory Solutions, LLC

Eve S

Series 65

Zionsville, IN

Wealth Advisory Solutions, LLC

Rick D

Series 65

Zionsville, IN

Wealth Advisory Solutions, LLC

Steven S

Series 63, Series 65

Zionsville, IN

Wealth Advisory Solutions, LLC

Kyle M

Series 65

Zionsville, IN

Wealth Advisory Solutions, LLC

Elizabeth S

Series 63, Series 66

Zionsville, IN

Wealth Advisory Solutions, LLC

Johnelle S

Series 66

Zionsville, IN

Wealth Advisory Solutions, LLC

M W

CFP®, Series 63, Series 65

Zionsville, IN

Wealth Advisory Solutions, LLC

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