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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | NA | |
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | NA | |
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | NA | |
| MCNEILL, MACKEY, MIRIAM | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO/CCO/MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO/CCO/MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO/CCO/MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO/CCO/MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO/CCO/MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO/CCO/MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO/CCO/MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO/CCO/MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO/CCO/MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO/CCO/MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO/CCO/MANAGING MEMBER | E | Control |
| MCNEILL, MACKEY, MIRIAM | I | PRESIDENT/CEO/CCO/MANAGING MEMBER | E | Control |
| Mohr, Sarah, Grace | I | PARTNER/OWNER | B | |
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | B | |
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | B | |
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | B | |
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | B | |
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | B | |
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | B | |
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | B | |
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | B | |
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | B | |
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | B | |
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | B | |
| PULSFORT, ANDREW, JAMES | I | DIRECTOR OF PERSONAL SERVICES | B |
Registrations
Federal
IA
Feb 5, 2025 REGISTERED
Notice Filings (9)
CA FL IN KY LA MI OH TX VA
Address
601 FAIRFIELD AVENUEBELLEVUE, KY 41073
United States
Phone: 859-331-7755