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WELLTH ADVISORY SERVICES, LLC
SEC RegisteredRetirement Plans & Wealth Management, Designed Around You
, https://srpretire.com866-777-4015
Assets Under Management
$25B+
Year Founded
2015
Employees
74
Office Locations
20 offices
Total Accounts
3889
About the firm
Strategic Retirement Partners is an independent, privately held retirement plan consulting and wealth management firm with more than 130 professionals across 36 offices nationwide. Founded in 2015, SRP helps plan sponsors manage fiduciary responsibilities while supporting the retirement goals of hundreds of thousands of employees. Through its SEC-registered RIA, WELLth Advisory Services, SRP extends its expertise beyond retirement plans to the broader financial well-being of individuals and families.
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
Areas of expertise
Retirement Plan ConsultingWealth ManagementFiduciary ResponsibilityExecutive BenefitsFinancial WellnessRIA
Services
Retirement plan consulting, wealth management, and executive benefits, including fiduciary responsibility management, financial wellness support, and personalized wealth strategies.
Who they serve
Plan sponsors, individuals, families, and organizations, including employees seeking retirement and financial wellness support.
| 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
20 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
74 advisors in the directory
Utkarsha Banerjee
Investment Adviser Representative
Marc Roger Beausoleil
Investment Adviser Representative
Douglas Eduardo Bermudez
Investment Adviser Representative
Joseph Robert Brummel
Investment Adviser Representative
Richard Craig Clouse Sr
Investment Adviser Representative
Richard Craig Clouse Jr
Investment Adviser Representative
Lance Jonathan Clauson
Investment Adviser Representative
Jeffrey Jon Cullen
Investment Adviser Representative
Salvador Diaz III
Investment Adviser Representative
Mark Joseph Dorman
Investment Adviser Representative
David De Tagyos
Investment Adviser Representative
Gus Joseph Dodge
Investment Adviser Representative
Matthew M Dufresne
Investment Adviser Representative
William Ebersold
Investment Adviser Representative
Mario A Echevarria
Investment Adviser Representative
Jeffrey David Eisman
Investment Adviser Representative
Mark Richard Forbes
Investment Adviser Representative
Steven Patrick Faggiolly
Investment Adviser Representative
Francis Martin Gillis
Investment Adviser Representative
Lucas Gillis
Investment Adviser Representative
Christina Marie Gage
Investment Adviser Representative
Jennifer Anne Gage
Investment Adviser Representative
Gregory Gavran
Investment Adviser Representative
Christopher Edward Gehrts
Investment Adviser Representative
Michael Taylor Harvill
Investment Adviser Representative
Erin Morsch Hall
Investment Adviser Representative
Heather Rebecca Heron
Investment Adviser Representative
Christopher Curtis Kempton
Investment Adviser Representative
Maxx Kempton
Investment Adviser Representative
Joseph Patrick Kerrigan
Investment Adviser Representative
James Robert Klomparens
Investment Adviser Representative
Gregory Andrew Koehler
Investment Adviser Representative
Brandon Michael Lawrence
Investment Adviser Representative
Todd Michael Lohman
Investment Adviser Representative
Edward Myles Lynch Jr
Investment Adviser Representative
Kathryn Lynch
Investment Adviser Representative
Stacy Elizabeth League
Investment Adviser Representative
Regina L Lewis
Investment Adviser Representative
Scott Michael Lippa
Investment Adviser Representative
Jack Lohman
Investment Adviser Representative
Richard Westwood Lombard
Investment Adviser Representative
Zachary B Morris
Investment Adviser Representative
Shannon T Maloney
Investment Adviser Representative
Michael Bradley Morgan
Investment Adviser Representative
Blake Alexander Morlet
Investment Adviser Representative
Zachary Alexander Nelson
Investment Adviser Representative
James Kermit Norland
Investment Adviser Representative
Eric Allen Obergfell
Investment Adviser Representative
Jill Kay Penman
Investment Adviser Representative
Bryan Andrew Peebles
Investment Adviser Representative
Michael Eugene Pierce
Investment Adviser Representative
Brian Joseph Quinn
Investment Adviser Representative
Lawrence Michael Reale
Investment Adviser Representative
Michael Edward Rich
Investment Adviser Representative
Geoffrey Allen Roush
Investment Adviser Representative
Richard Allen Roush
Investment Adviser Representative
Lisa Lynn Schebler
Investment Adviser Representative
Jonathon Christopher Schultheiss
Investment Adviser Representative
Sara Lyn Strasser
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
Matthew W Stolle
Investment Adviser Representative
Jeanne Johnson Sutton
Investment Adviser Representative
Daniel Antonio Torres
Investment Adviser Representative
Christina Anne Tunison
Investment Adviser Representative
Matthew Gardner Watson Sr.
Investment Adviser Representative
James Lewis Worrell
Investment Adviser Representative
Robert Martin Wagner
Investment Adviser Representative
Andrew Charles Wheeler
Investment Adviser Representative
Todd Brooks White
Investment Adviser Representative
Fue Yang
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
| Asset tier | Annual rate |
|---|---|
| $1,000,000 or Under | 2.00% |
| $1,000,001 to $2,000,000 | 1.50% |
| Over $2,000,001 | 1.00% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
srpretire.comPhone
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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.