WEALTH ADVISORY SOLUTIONS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $599.1M |
| Discretionary | $584.8M98% of AUM |
| Non-Discretionary | $14.3M |
| Client Accounts | 1,826 |
| Avg Account Size | $328K |
| Employees | 11 |
| Peak AUM | $717.7MMar 2022 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $599M | +6.9% | 3.5% | 1.5% | |
| Discretionary AUM | $585M | ||||
Key Metrics
| Total AUM | $599.1M |
| Discretionary | $584.8M |
| Employees | 11 |
| Client Accounts | 1826 |
| Client Range | 251-500 |
Contact & Location
Address
1630 W OAK ST
ZIONSVILLE IN 46077
Phone
317-559-2945
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$585M
97.6% of AUM
Non-Discretionary
$14M
2.4% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Pension Consultant