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 2 of 2

• Ann-Marie SepukaCRD 2821734 · Sugar Land, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Sara Lyn StrasserCRD 4377795 · Marietta, GA
  IA RegisteredRegistration inactive
• Phillip Nathan SenderowitzCRD 2153160 · Shorewood, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew W StolleCRD 2601202 · Fishers, IN
  IA RegisteredBroker
• Daniel Antonio TorresCRD 7140618 · San Carlos, CA
  IA Registered
• Christina Anne TunisonCRD 5121040 · Bethesda, MD
  IA RegisteredBroker
• Matthew Gardner WatsonCRD 4019943 · Mount Pleasant, SC
  IA RegisteredBroker
• Todd Brooks WhiteCRD 4684967 · Portola Valley, CA
  IA RegisteredBroker
• James Lewis WorrellCRD 2268822 · Providence, RI
  IA RegisteredBroker
• Savannah Brooke WaffirdCRD 7465311 · Bowling Green, KY
  IA Registered
• Robert Martin WagnerCRD 2842923 · Columbus, OH
  IA Registered
• Fue YangCRD 7839878 · Ham Lake, MN
  IA RegisteredRegistration inactive
• Anthony Zantua ZantuaCRD 2112329 · Prior Lake, MN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

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.