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WEALTH ADVISORY SOLUTIONS, LLC

ZIONSVILLE, IN · CRD 288903 · IAPD ↗ · envisionria.com · 317-559-2945

$599.1MRegulatory AUM
8Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — WEALTH ADVISORY SOLUTIONS, LLC now reports custody of client assets ($189.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
April 2025 — WEALTH ADVISORY SOLUTIONS, LLC shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
June 2024 — WEALTH ADVISORY SOLUTIONS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.