Wellth Advisory Services, LLC

EST. AUM
$26,677,833,474

CONTACTS
15

CLIENT ACCOUNTS
3,889

Firm Details

Metro area Chicago
CRD Number 330537
Website srpretire.com
Client types

Overview

WELLth Advisory Services, LLC is a SEC‑registered Registered Investment Adviser (RIA) that delivers holistic wealth management under the brand Strategic Retirement Partners ("SRP"). Established in 2024 and LLC‑organized in Nevada, the firm operates from Shorewood, Illinois and is owned by SRP Holdings Group, LLC. It offers wealth management, retirement-plan advisory, and financial-planning services, with discretionary and non‑discretionary programs delivered through LPL Financial‑sponsored platforms. Available AUM figures vary—from $0 regulatory AUM in Form ADV to approximately $21.9 billion reported in industry directories.

Platform Details

See in Dakota

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See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wellth Advisory Services, LLC

Platform Details

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