WA
WELLTH ADVISORY SERVICES, LLC
SEC Registered, https://srpretire.com866-777-4015
Assets Under Management
$25B+
Employees
74
Office Locations
33 offices
Total Accounts
3889
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,188 | $372M |
| High Net Worth Individuals | 246 | $390M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 1,406 | $25.9B |
| State/Municipal Entities | 13 | — |
10 total clients reported on Form ADV.
Leadership
Sarah Amanda Hughes
CHIEF COMPLIANCE OFFICER
Jeffrey Jon Cullen
CHIEF EXECUTIVE OFFICER
Deane Janet Mayerhofer
CHIEF OPERATING OFFICER
Jeffrey Jon Cullen
PARTNER
Office locations
33 offices in 13 states
HQ
IA
URBANDALE
FL
MAITLAND
NY
ROCHESTER
WI
BROOKFIELD
MI
NORTHVILLE
CA
FRESNO
IN
FORT WAYNE
OK
TULSA
NY
BUFFALO
VA
WILLIAMSBURG
IN
GREENWOOD
CA
REDWOOD CITY
RI
PROVIDENCE
OH
WESTERVILLE
CA
PALOS VERDES
FL
VENICE
TX
AUSTIN
NV
LAS VEGAS
OH
MEDINA
Advisors at this firm
33 advisors in the directory
Utkarsha Banerjee
Investment Adviser Representative
Marc Roger Beausoleil
Investment Adviser Representative
Douglas Eduardo Bermudez
Investment Adviser Representative
Jeffrey Jon Cullen
Investment Adviser Representative
David De Tagyos
Investment Adviser Representative
Mario A Echevarria
Investment Adviser Representative
Jeffrey David Eisman
Investment Adviser Representative
Steven Patrick Faggiolly
Investment Adviser Representative
Jennifer Anne Gage
Investment Adviser Representative
Erin Morsch Hall
Investment Adviser Representative
Heather Rebecca Heron
Investment Adviser Representative
Christopher Curtis Kempton
Investment Adviser Representative
Gregory Andrew Koehler
Investment Adviser Representative
Stacy Elizabeth League
Investment Adviser Representative
Scott Michael Lippa
Investment Adviser Representative
Richard Westwood Lombard
Investment Adviser Representative
Michael Bradley Morgan
Investment Adviser Representative
Blake Alexander Morlet
Investment Adviser Representative
Zachary Alexander Nelson
Investment Adviser Representative
Eric Allen Obergfell
Investment Adviser Representative
Bryan Andrew Peebles
Investment Adviser Representative
Michael Eugene Pierce
Investment Adviser Representative
Geoffrey Allen Roush
Investment Adviser Representative
Richard Allen Roush
Investment Adviser Representative
Thomas Alfred Sawyer
Investment Adviser Representative
Phillip Nathan Senderowitz
Investment Adviser Representative
Ann-Marie Sepuka
Investment Adviser Representative
Sara Jo Seyer
Investment Adviser Representative
Daniel Antonio Torres
Investment Adviser Representative
Christina Anne Tunison
Investment Adviser Representative
Andrew Charles Wheeler
Investment Adviser Representative
Todd Brooks White
Investment Adviser Representative
Anthony Zantua Zantua
Investment Adviser Representative
Regulatory & compliance
CRD number
#330537
SEC Number
801-130037
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
srpretire.comPhone
866-777-4015Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WELLTH ADVISORY SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.