Wellth Advisory Services, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

330537

SEC number

801-130037

Firm type

RIA

Assets under management

$26.7B as of Mar 26, 2026

Website

www.srpretire.com ↗

Phone

866-777-4015

Address

Not yet retrieved from the source record

Advisors at this firm

63 in our index · page 1 of 2

• Marc Roger BeausoleilCRD 5138965 · Venice, FL
  IA RegisteredBroker
• Douglas Eduardo BermudezCRD 2613381 · Palos Verdes, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Utkarsha BanerjeeCRD 6325972 · Alpharetta, GA
  IA RegisteredBroker
• Richard Craig ClouseCRD 1219312 · Westerville, OH
  IA RegisteredBroker
• Richard Craig ClouseCRD 2442903 · Westerville, OH
  IA RegisteredBroker
• Jeffrey Jon CullenCRD 4408760 · Shorewood, IL
  IA RegisteredRegistration inactive
• Lance Jonathan ClausonCRD 4430300 · Urbandale, IA
  IA RegisteredRegistration inactive
• Salvador DiazCRD 5198193 · Las Vegas, NV
  IA RegisteredBroker
• Mark Joseph DormanCRD 1858020 · Medina, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Craig Chamberlin DeweyCRD 869928 · Williamsburg, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Gus Joseph DodgeCRD 7694256 · East Lyme, CT
  IA Registered
• Matthew M DufresneCRD 6717338 · Providence, RI
  IA RegisteredRegistration inactive
• Mario A EchevarriaCRD 6130208 · Chicago, IL
  IA Registered
• William EbersoldCRD 6974907 · Providence, RI
  IA RegisteredBroker
• Jeffrey David EismanCRD 6353140 · Chicago, IL
  IA RegisteredRegistration inactive
• Steven Patrick FaggiollyCRD 4472943 · Portola Valley, CA
  IA RegisteredBroker
• Mark Richard ForbesCRD 2302891 · Tulsa, OK
  IA RegisteredRegistration inactive
• Francis Martin GillisCRD 1590453 · Fort Collins, CO
  IA Registered
  Disclosure event(s) on record
• Lucas GillisCRD 7067927 · Loveland, CO
  IA Registered
• Christina Marie GageCRD 7476188 · Tucson, AZ
  IA Registered
• Gregory GavranCRD 3254917 · Brookfield, WI
  IA RegisteredRegistration inactive
• Michael Taylor HarvillCRD 1190815 · Fort Wayne, IN
  IA RegisteredRegistration inactive
• Heather Rebecca HeronCRD 5149829 · Austin, TX
  IA RegisteredBroker
• Christopher Curtis KemptonCRD 2132374 · Buffalo, NY
  IA RegisteredRegistration inactive
• Maxx KemptonCRD 7321564 · Charlotte, NC
  IA Registered
• Joseph Patrick KerriganCRD 7292590 · Medina, OH
  IA RegisteredRegistration inactive
• James Robert KlomparensCRD 1702830 · Northville, MI
  IA Registered
• Brandon Michael LawrenceCRD 6194452 · Nevis, MN
  IA RegisteredRegistration inactive
• Scott Michael LippaCRD 5729485 · Rochester, NY
  IA RegisteredRegistration inactive
• Todd Michael LohmanCRD 1921335 · Urbandale, IA
  IA RegisteredRegistration inactive
• Richard Westwood LombardCRD 6005008 · Lombard, IL
  IA RegisteredRegistration inactive
• Edward Myles LynchCRD 1058005 · Newbury, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kathryn LynchCRD 6300138 · Newbury, MA
  IA RegisteredBroker
• Regina L LewisCRD 6665851 · Thompson Station, TN
  IA RegisteredRegistration inactive
• Jack LohmanCRD 7035000 · Urbandale, IA
  IA Registered
• Blake Alexander MorletCRD 6915226 · Temecula, CA
  IA Registered
• Zachary B MorrisCRD 6514632 · Providence, RI
  IA RegisteredBroker
• Shannon T MaloneyCRD 2416911 · Northville, MI
  IA RegisteredRegistration inactive
• Zachary Alexander NelsonCRD 5122681 · Redwood City, CA
  IA RegisteredRegistration inactive
• James Kermit NorlandCRD 6273830 · Urbandale, IA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Eric Allen ObergfellCRD 4956846 · Urbandale, IA
  IA RegisteredRegistration inactive
• Jill Kay PenmanCRD 1348261 · Northville, MI
  IA RegisteredRegistration inactive
• Michael Eugene PierceCRD 2444015 · North Palm Beach, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brian Joseph QuinnCRD 2183764 · Providence, RI
  IA RegisteredBroker
• Lawrence Michael RealeCRD 1936012 · Providence, RI
  IA RegisteredRegistration inactive
• Geoffrey Allen RoushCRD 7776114 · Fresno, CA
  IA Registered
• Richard Allen RoushCRD 1103950 · Fresno, CA
  IA Registered
  Disclosure event(s) on record
• Michael Edward RichCRD 5953006 · Albuquerque, NM
  IA RegisteredRegistration inactive
• Lisa Lynn ScheblerCRD 2209809 · Davenport, IA
  IA RegisteredRegistration inactive
• Jonathon Christopher SchultheissCRD 4750208 · Linwood, NC
  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.