DFX Intelligence
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Reading the graph
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C••••••••• WEALTH SERVICES, INC., CRD 311980
MCMURRAY, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| C•••••• K••••• | n/a | MCMURRAY, PA | Naples, FL | SEWICKLEY, PA | 5 | 34 | 2 | no |
| J••••• A•••••• T••••• | Certified Financial Planner | SEWICKLEY, PA | MCMURRAY, PA | 5 | 26 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| C••••••••• F•••••••• P••••••• | MANAGING MEMBER/SHAREHOLDER | E | yes | 10/2021 | Oct 26, 2021 | Dec 11, 2024 |
| T••••••••• K•••••••• A•• | CHIEF COMPLIANCE OFFICER | Na | yes | 07/2022 | Jul 26, 2022 | Dec 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| C••••••••• I•••••••• S••••••• | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| GROVE CITY | Pa | United States | 15 | no |
| Sewickley | Pa | United States | 6 | no |
| Pittsburgh | Pa | United States | 4 | no |
| Naples | FL | United States | 2 | no |
| n/a | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 4 | 0 | 4 | 0.0% | 2 | 0 | 0 | 11 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $7.8B | $5.5B | 43.2% | $2.5B | 46.8% | 71 | 68 | 8 | 7 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C••••• I••••••••• A••••••• L•• | 2 | Aug 29, 2024 | Aug 30, 2024 | GROVE CITY, PA | Team lift out | Ibd to RIA | 0.0% |
| S•••••• N••••••• • C••••••• I••••••••• | 2 | Apr 4, 2024 |
| no |
| L•••• P••• F••••• | Certified Financial Planner | PITTSBURGH, PA | MCMURRAY, PA | 5 | 30 | 3 | no |
| N••••• R••• G••••• | Certified Financial Planner | Sewickley, PA | MCMURRAY, PA | 5 | 25 | 3 | no |
| N••• P•••••• R•••••• | Certified Financial Planner | MCMURRAY, PA | 5 | 23 | 3 | no |
| B•••••• C••••••••• C•••••• | n/a | McMurray, PA | MCMURRAY, PA | 5 | 14 | 2 | no |
| J••••••• H••••• J••••• | n/a | MCMURRAY, PA | Pittsburgh, PA | 5 | 12 | 2 | no |
| R•••••• J••• H••••••• | Certified Financial Planner | MCMURRAY, PA | Grove City, PA | 5 | 12 | 2 | no |
| C•••••• T••••• Z••••• | Certified Financial Planner | MCMURRAY, PA | 5 | 10 | 1 | no |
| Z•••••• S••••• S••••••• | Certified Financial Planner | MCMURRAY, PA | SEWICKLEY, PA | 5 | 10 | 1 | no |
| K•••••••• M••• M••••••••• | Certified Financial Planner | MCMURRAY, PA | SEWICKLEY, PA | 5 | 12 | 1 | no |
| M••••• C••••••••• L•• | Certified Financial Planner | MCMURRAY, PA | 5 | 12 | 1 | no |
| J•••••• A••••• E••••••• | Certified Financial Planner | MCMURRAY, PA | PITTSBURGH, PA | 5 | 11 | 1 | no |
| G•••••• J••••• W••••• | Certified Financial Planner | MCMURRAY, PA | 5 | 12 | 1 | no |
| N••••••• A•••••• P•••• | n/a | MCMURRAY, PA | 5 | 11 | 1 | no |
| G•••••• J••••• W••••• | n/a | MCMURRAY, PA | Naples, FL | 5 | 40 | 2 | no |
| K••• E••••• K•••••• | n/a | MCMURRAY, PA | PITTSBURGH, PA | 5 | 33 | 4 | no |
| B•••• W•••••• R••••• | n/a | MCMURRAY, PA | 5 | 25 | 5 | no |
| M•••••• A•••• P•••••• | Certified Financial Planner | MCMURRAY, PA | 4 | 23 | n/a | no |
| W•••••• R•••••• W••••••• | Certified Financial Planner|Chartered Financial Analyst | MCMURRAY, PA | 4 | 15 | 3 | no |
| S•••• M•••••• R••••••• | n/a | MCMURRAY, PA | 4 | 18 | 3 | no |
| K••••••• A•• T•••••••• | n/a | PITTSBURGH, PA | MCMURRAY, PA | 4 | 12 | 1 | no |
| S••••• C•••••• K••• | Certified Financial Planner | Grove City, PA | MCMURRAY, PA | 2 | 16 | n/a | no |
| C•••• E••• T••••• | Certified Financial Planner|Chartered Financial Consultant | MCMURRAY, PA | 2 | 10 | n/a | no |
| M•••••• T••••• T••••••• | Certified Financial Planner | MCMURRAY, PA | 2 | 35 | 2 | no |
| President |
| Na |
| yes |
| 02/2024 |
| Oct 26, 2021 |
| Dec 11, 2024 |
| W•••••• G••••••• J••••• | CHIEF EXECUTIVE OFFICER AND CHAIR | Na | yes | 02/2021 | Mar 4, 2021 | Dec 11, 2024 |
| W•••••• G••••••• J••••• | Shareholder | D | yes | 11/2013 | Mar 4, 2021 | Dec 11, 2024 |
| W••••••• J••••• A••••• | VICE CHAIR | Na | yes | 02/2024 | Mar 4, 2021 | Dec 11, 2024 |
| W••••••• J••••• A••••• | Shareholder | C | yes | 11/2013 | Mar 4, 2021 | Dec 11, 2024 |
| 1 |
| no |
| $6.8B |
| $6.5B |
| 70 |
| 38 |
| 8 |
| n/a |
| n/a |
| 2024 | Apr 1, 2025 | $5.5B | $4.9B | 68 | 37 | 7 | n/a | n/a |
| 2023 | Mar 25, 2024 | $3.1B | $2.9B | 42 | 29 | 3 | n/a | n/a |
| 2022 | Mar 28, 2023 | $2.5B | $2.3B | 42 | 26 | 3 | n/a | n/a |
| 2021 | Mar 31, 2022 | $2.5B | $2.3B | 35 | 24 | 3 | n/a | n/a |
| PITTSBURGH, PA |
| Team lift out |
| Ibd to RIA |
| 0.1% |
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | 18 | Jul 7, 2021 | Jul 6, 2021 | PITTSBURGH, PA | Team lift out | Ibd to new firm | 0.4% |