TrueAdvisor
TrueAdvisor
BP
BP

Bryan Andrew Peebles

Wellth Advisory Services, LLC
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Wellth Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,383 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$23.6B

Fee Structure

Financial Planning:Investment management only

Location

Shorewood, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wellth Advisory Services, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Global Retirement Partners LLC
December 2019 - July 2024 · 4 yrs 7 mos
Argi Investment Services, LLC
December 2019 - January 2020 · 1 mo
Argi Investment Services, LLC
August 2015 - December 2019 · 4 yrs 4 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.