WEALTH ADVISORY SOLUTIONS, LLC
C36
CRD 288903·SEC 801-110859·ZIONSVILLE, IN
AUM
$599.1M
$500M-$1B
Est. Revenue
$6.0M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $193.0M
'21 · $650.9M
'22 · $645.7M
'23 · $717.7M
'25 · $560.4M
'26 · $599.1M
'20'26
$193.0M → $599.1M▲ +210%
Client mix
| Individuals Other | 580 |
| Individuals High Net Worth | 98 |
| Pension Profit Sharing Plans | 2 |
| Charitable Organizations | 2 |
| Corporations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 13 advisors
'21 · 13 advisors
'22 · 12 advisors
'23 · 11 advisors
'25 · 8 advisors
'26 · 8 advisors
'20'26
13 advisors → 8 advisors▼ -38%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1630 W. OAK STSUITE 201ZIONSVILLE, IN 46077
Business
1630 W. OAK STSUITE 201ZIONSVILLE, IN 46077
Edgar Recent Filings
13F-HR2026-04-22 · 0001834802-26-000003
13F-HR2026-01-16 · 0001834802-26-000002
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited