THE WEALTH ADVISORY TEAM, LLC
Legal name: THE PROSPERITY PEOPLE
CRD #124957 SEC #801-123671 BELLEVUE, KY 859-331-7755
SEC Registered Disclosures
Total AUM
$130.7M
Discretionary
$129.4M
Employees
5
Clients
101
Accounts
520
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $130.7M | $129.4M | $1.3M | 5 | 29 |
| May 2024 | $127.1M | $127.1M | $0 | 5 | 29 |
| Mar 2024 | $120.3M | $119.1M | $1.2M | 1 | 0 |
| Feb 2024 | $120.3M | $119.1M | $1.2M | 1 | 0 |
| Feb 2024 | $120.3M | $119.1M | $1.2M | 2 | 0 |
| Feb 2024 | $110.3M | $109.2M | $1.1M | 2 | 0 |
| Nov 2023 | $110.3M | $109.2M | $1.1M | 3 | 0 |
| Oct 2023 | $110.3M | $109.2M | $1.1M | 3 | 0 |
| Sep 2023 | $110.3M | $109.2M | $1.1M | 3 | 0 |
| Jan 2023 | $110.3M | $109.2M | $1.1M | 3 | 0 |
| Jan 2023 | $123.8M | $122.5M | $1.3M | 3 | 0 |
| Apr 2022 | $123.8M | $122.5M | $1.3M | 3 | 0 |
| Apr 2022 | $123.8M | $122.5M | $1.3M | 3 | 0 |
| Mar 2022 | $123.8M | $122.5M | $1.3M | 3 | 0 |
| Mar 2022 | $123.8M | $122.5M | $1.3M | 3 | 0 |
| Mar 2022 | $123.8M | $122.5M | $1.3M | 3 | 0 |
DateFeb 2025
Total AUM$130.7M
Discretionary$129.4M
Non-Disc.$1.3M
Employees5
Clients29
DateMay 2024
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees5
Clients29
DateMar 2024
Total AUM$120.3M
Discretionary$119.1M
Non-Disc.$1.2M
Employees1
Clients0
DateFeb 2024
Total AUM$120.3M
Discretionary$119.1M
Non-Disc.$1.2M
Employees1
Clients0
DateFeb 2024
Total AUM$120.3M
Discretionary$119.1M
Non-Disc.$1.2M
Employees2
Clients0
DateFeb 2024
Total AUM$110.3M
Discretionary$109.2M
Non-Disc.$1.1M
Employees2
Clients0
DateNov 2023
Total AUM$110.3M
Discretionary$109.2M
Non-Disc.$1.1M
Employees3
Clients0
DateOct 2023
Total AUM$110.3M
Discretionary$109.2M
Non-Disc.$1.1M
Employees3
Clients0
DateSep 2023
Total AUM$110.3M
Discretionary$109.2M
Non-Disc.$1.1M
Employees3
Clients0
DateJan 2023
Total AUM$110.3M
Discretionary$109.2M
Non-Disc.$1.1M
Employees3
Clients0
DateJan 2023
Total AUM$123.8M
Discretionary$122.5M
Non-Disc.$1.3M
Employees3
Clients0
DateApr 2022
Total AUM$123.8M
Discretionary$122.5M
Non-Disc.$1.3M
Employees3
Clients0
DateApr 2022
Total AUM$123.8M
Discretionary$122.5M
Non-Disc.$1.3M
Employees3
Clients0
DateMar 2022
Total AUM$123.8M
Discretionary$122.5M
Non-Disc.$1.3M
Employees3
Clients0
DateMar 2022
Total AUM$123.8M
Discretionary$122.5M
Non-Disc.$1.3M
Employees3
Clients0
DateMar 2022
Total AUM$123.8M
Discretionary$122.5M
Non-Disc.$1.3M
Employees3
Clients0