Wealth Advisory Solutions, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

288903

SEC number

801-110859

Firm type

RIA

Assets under management

$599.1M as of Mar 19, 2026

Website

www.envisionria.com ↗

Phone

317-559-2945

Address

1630 W Oak St, Zionsville, IN, 46077

Advisors at this firm

9 in our index · page 1 of 1

• Kimberly Jo CusterCRD 3070629 · Zionsville, IN
  IA Registered
• Rick Brian DavisCRD 6991717 · Zionsville, IN
  IA Registered
• Kyle Edward MarburgerCRD 6722531 · Zionsville, IN
  IA Registered
• Tyler Ray NeedlerCRD 5660871 · Zionsville, IN
  IA RegisteredRegistration inactive
• Johnelle Michael SmithCRD 4282078 · Zionsville, IN
  IA RegisteredRegistration inactive
• Steven Richard SmithCRD 1160933 · Zionsville, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Elizabeth A SturgeonCRD 4289855 · Brownsburg, IN
  IA RegisteredRegistration inactive
• Eve Kensington SmithCRD 8221452 · Zionsville, IN
  IA Registered
• M Chet WarrenCRD 4310023 · Brownsburg, IN
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.