Wealth Advisory Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Zionsville, IN. Its latest Form ADV filing, dated March 19, 2026, reports $599M in regulatory assets under management, 11 employees, 3 offices, and 1,826 accounts.
Assets Under Management
$599M
Employees
11
Offices
3 offices
Total Clients
684
Primary office
ZIONSVILLE, IN
1630 W OAK ST, SUITE 201, ZIONSVILLE, IN, United States
Top client segmentIndividuals represent 84.8% of total clients.
Top client categories% of clientsClients
1
Individuals
84.8%
580
2
HNWI
14.3%
98
3
Pension Plans
0.3%
2
4
Charitable
0.3%
2
5
Corporations
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$599Mas of March 19, 2026
Discretionary97.6%
$585M
98% of total RAUM97.6%
Non-discretionary2.4%
$14M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$599M
Total Accounts1,826
10Y AUM Change+$599M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee62:1
10Y Employee Change+8 (+266.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.