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Wellth Advisory Services, LLC CRD 330537
$26.7B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2024-08-15 |
| IA | RA | APPROVED | 2024-07-23 |
| IL | RA | APPROVED | 2024-06-28 |
Branch Locations
2900 100Th Street Suite 106, Urbandale, IA 50322 • United States
Shorewood, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Denver | CO | 08/2016 | 08/2019 |
| Global Retirement Partners, Llc | San Rafael | CA | 08/2016 | 08/2019 |
| Global Retirement Partners, Llc | San Rafael | CA | 08/2019 | 06/2024 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
(1) 08/25/2016: Global Retirement Partners, LLC - Registered Investment Advisor Hybrid - DBA: (HYBRID) Global Retirement Partners, LLC - Investment Related - 4340 Redwood Hwy, Suite B60, San Rafael, CA 94903 - Start 08/11/2016 - 80 Hr/Mo - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in August 2016. I expect to spend approximately 80 hours per month] on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial TERMED 6/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-13 |
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