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AllocatorsInvestment consultantocio providerocio

Wellth Advisory Services

Allocators

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Search this name across graphsid dfx:al:18ba3ea9-a46f-4d9d-af5f-53ba96576aaf

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 5:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

WELLTH ADVISORY SERVICES, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Institutional RAUM: $26BForm ADV
Discretionary RAUM: $9.4B
Pension plan clients (ADV): 1,406
Recommended commitments: 0derived
Latest client year end: Jun 30, 2025
CRD: 330537

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
I.B.E.W. Local No. 106 Pension Plan	Investment adviser	Jul 1, 2024	Jun 30, 2025	no	fact

Relationships

Advised by (1)

← I.B.E.W. Local No. 106 Pension PlanPlanInvestment adviser
Jul 1, 2024 to Jun 30, 2025factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
Wellth Advisory Services appears on I.B.E.W. Local No. 106 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 5 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:18ba3ea9-a46f-4d9d-af5f-53ba96576aaf
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.