# Wellth Advisory Services, LLC

> Wellth Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2024, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 330537
- Filed as: WELLTH ADVISORY SERVICES, LLC
- Also doing business as: STRATEGIC RETIREMENT PARTNERS (SRP)
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330537
- AdvisorCensus page: https://advisorcensus.com/firm/wellth-advisory-services-llc-330537

## Quick answers

**How is Wellth Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wellth Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Wellth Advisory Services, LLC registered with the SEC or a state?**
Wellth Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330537.

**How much does Wellth Advisory Services, LLC manage?**
Wellth Advisory Services, LLC reports $26,677,833,474 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (35% discretionary).

**How have Wellth Advisory Services, LLC's assets and staff changed since 2024?**
In the Form ADV data for Wellth Advisory Services, LLC: Regulatory assets under management: $21,912,486,040 in the October 2024 data and $26,677,833,474 in the October 2026 data, up 22%. Total employees: 80 in October 2024 and 74 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wellth Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,188); pension and profit sharing plans (but not the plan participants or government pension plans) (1,406); high net worth individuals (246).

**Which custodians does Wellth Advisory Services, LLC use?**
Wellth Advisory Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Empower Financial Services, Inc. and Principal Securities, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Wellth Advisory Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330537

**What changed in Wellth Advisory Services, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 72 to 73. Regulatory assets under management went from $23,574,040,155 to $26,677,833,474 (+13%). Registered or notice-filed in WY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Empower Financial Services, Inc.
- Principal Securities, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $26,677,833,474
- Discretionary: $9,372,111,875
- Non-discretionary: $17,305,721,599

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,188 | $372,340,239 |
| High net worth individuals | 246 | $389,515,479 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1,406 | $25,874,836,218 |
| Charitable organizations | 13 | $26,701,597 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 34 | $14,439,941 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 74 total, 73 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Austin, TX
- Brookfield, WI
- Buffalo, NY
- Fort Wayne, IN
- Fresno, CA
- Greenwood, IN
- Las Vegas, NV
- Maitland, FL
- Medina, OH
- Northville, MI
- Palos Verdes, CA
- Providence, RI
- Redwood City, CA
- Rochester, NY
- Tulsa, OK
- Urbandale, IA
- Venice, FL
- Westerville, OH
- Williamsburg, VA

### Websites listed on Form ADV (Item 1.I)
- srpretire.com
- LinkedIn @strategic-retirement-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $21,912,486,040 | 80 | August 16, 2024 |
| October 2025 | $23,574,040,155 | 72 | March 31, 2025 |
| October 2026 | $26,677,833,474 | 74 | August 31, 2026 |

Regulatory assets under management: $21,912,486,040 in the October 2024 data and $26,677,833,474 in the October 2026 data, up 22%.
Total employees: 80 in October 2024 and 74 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 72 to 73.
- Regulatory assets under management went from $23,574,040,155 to $26,677,833,474 (+13%).
- Registered or notice-filed in WY.

### December 2025
- Registered or notice-filed in AR, AZ, ID, NJ, OR, VT, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wellth Advisory Services, LLC (CRD 330537): Form ADV filing data as of October 2026.