WEALTH ADVISORY SOLUTIONS, LLC
CRD #288903 SEC #801-110859 ZIONSVILLE, IN 317-559-0688
SEC Registered
Total AUM
$560.4M
Discretionary
$546.5M
Employees
11
Clients
251
Accounts
1,723
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $560.4M | $546.5M | $13.9M | 11 | 0 |
| Mar 2025 | $560.4M | $546.5M | $13.9M | 11 | 0 |
| Aug 2024 | $535.4M | $523.1M | $12.3M | 19 | 3 |
| May 2024 | $535.4M | $523.1M | $12.3M | 19 | 3 |
| Mar 2024 | $535.4M | $523.1M | $12.3M | 19 | 3 |
| Jul 2023 | $667.1M | $655.1M | $12.1M | 19 | 3 |
| Mar 2023 | $667.1M | $655.1M | $12.1M | 19 | 3 |
| Oct 2022 | $717.7M | $685.3M | $32.4M | 19 | 3 |
| Aug 2022 | $717.7M | $685.3M | $32.4M | 19 | 3 |
| Mar 2022 | $717.7M | $685.3M | $32.4M | 19 | 3 |
| Mar 2022 | $717.7M | $685.3M | $32.4M | 19 | 3 |
| Mar 2021 | $645.7M | $611.7M | $34.1M | 14 | 3 |
| Dec 2020 | $650.9M | $609M | $41.9M | 18 | 2 |
| Jul 2020 | $650.9M | $609M | $41.9M | 18 | 2 |
| Jun 2020 | $650.9M | $609M | $41.9M | 18 | 2 |
| Jun 2020 | $650.9M | $609M | $41.9M | 18 | 2 |
| Mar 2020 | $650.9M | $609M | $41.9M | 18 | 2 |
| Jan 2020 | $193M | $189.4M | $3.6M | 19 | 7 |
| Dec 2019 | $193M | $189.4M | $3.6M | 19 | 7 |
| Nov 2019 | $193M | $189.4M | $3.6M | 19 | 7 |
| Sep 2019 | $193M | $189.4M | $3.6M | 19 | 7 |
| Aug 2019 | $193M | $189.4M | $3.6M | 15 | 7 |
| May 2019 | $193M | $189.4M | $3.6M | 15 | 7 |
| Mar 2019 | $193M | $189.4M | $3.6M | 14 | 7 |
| Mar 2019 | $152.1M | $149.8M | $2.3M | 10 | 2 |
| Jan 2019 | $152.1M | $149.8M | $2.3M | 10 | 2 |
| Mar 2018 | $152.1M | $149.8M | $2.3M | 10 | 2 |
| Feb 2018 | $152.1M | $149.8M | $2.3M | 10 | 2 |
| Nov 2017 | $60.7M | $60.7M | $0 | 8 | 0 |
| Sep 2017 | $0 | $0 | $0 | 3 | 0 |
| Aug 2017 | $0 | $0 | $0 | 3 | 0 |
| Aug 2017 | $0 | $0 | $0 | 3 | 0 |
| Jun 2017 | $0 | $0 | $0 | 3 | 0 |
DateJun 2025
Total AUM$560.4M
Discretionary$546.5M
Non-Disc.$13.9M
Employees11
Clients0
DateMar 2025
Total AUM$560.4M
Discretionary$546.5M
Non-Disc.$13.9M
Employees11
Clients0
DateAug 2024
Total AUM$535.4M
Discretionary$523.1M
Non-Disc.$12.3M
Employees19
Clients3
DateMay 2024
Total AUM$535.4M
Discretionary$523.1M
Non-Disc.$12.3M
Employees19
Clients3
DateMar 2024
Total AUM$535.4M
Discretionary$523.1M
Non-Disc.$12.3M
Employees19
Clients3
DateJul 2023
Total AUM$667.1M
Discretionary$655.1M
Non-Disc.$12.1M
Employees19
Clients3
DateMar 2023
Total AUM$667.1M
Discretionary$655.1M
Non-Disc.$12.1M
Employees19
Clients3
DateOct 2022
Total AUM$717.7M
Discretionary$685.3M
Non-Disc.$32.4M
Employees19
Clients3
DateAug 2022
Total AUM$717.7M
Discretionary$685.3M
Non-Disc.$32.4M
Employees19
Clients3
DateMar 2022
Total AUM$717.7M
Discretionary$685.3M
Non-Disc.$32.4M
Employees19
Clients3
DateMar 2022
Total AUM$717.7M
Discretionary$685.3M
Non-Disc.$32.4M
Employees19
Clients3
DateMar 2021
Total AUM$645.7M
Discretionary$611.7M
Non-Disc.$34.1M
Employees14
Clients3
DateDec 2020
Total AUM$650.9M
Discretionary$609M
Non-Disc.$41.9M
Employees18
Clients2
DateJul 2020
Total AUM$650.9M
Discretionary$609M
Non-Disc.$41.9M
Employees18
Clients2
DateJun 2020
Total AUM$650.9M
Discretionary$609M
Non-Disc.$41.9M
Employees18
Clients2
DateJun 2020
Total AUM$650.9M
Discretionary$609M
Non-Disc.$41.9M
Employees18
Clients2
DateMar 2020
Total AUM$650.9M
Discretionary$609M
Non-Disc.$41.9M
Employees18
Clients2
DateJan 2020
Total AUM$193M
Discretionary$189.4M
Non-Disc.$3.6M
Employees19
Clients7
DateDec 2019
Total AUM$193M
Discretionary$189.4M
Non-Disc.$3.6M
Employees19
Clients7
DateNov 2019
Total AUM$193M
Discretionary$189.4M
Non-Disc.$3.6M
Employees19
Clients7
DateSep 2019
Total AUM$193M
Discretionary$189.4M
Non-Disc.$3.6M
Employees19
Clients7
DateAug 2019
Total AUM$193M
Discretionary$189.4M
Non-Disc.$3.6M
Employees15
Clients7
DateMay 2019
Total AUM$193M
Discretionary$189.4M
Non-Disc.$3.6M
Employees15
Clients7
DateMar 2019
Total AUM$193M
Discretionary$189.4M
Non-Disc.$3.6M
Employees14
Clients7
DateMar 2019
Total AUM$152.1M
Discretionary$149.8M
Non-Disc.$2.3M
Employees10
Clients2
DateJan 2019
Total AUM$152.1M
Discretionary$149.8M
Non-Disc.$2.3M
Employees10
Clients2
DateMar 2018
Total AUM$152.1M
Discretionary$149.8M
Non-Disc.$2.3M
Employees10
Clients2
DateFeb 2018
Total AUM$152.1M
Discretionary$149.8M
Non-Disc.$2.3M
Employees10
Clients2
DateNov 2017
Total AUM$60.7M
Discretionary$60.7M
Non-Disc.$0
Employees8
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0