Sarah Mohr, Partner of The Wealth Advisory Team (Bellevue, KY)

Career

Sarah Mohr is not listed as a control person, but directly owns between 10% and 25% of The Wealth Advisory Team.

The Wealth Advisory Team is an investment adviser based in Bellevue, KY, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $147 million, as filed on 2 February 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD: 6817739
Firm: The Wealth Advisory Team · CRD 124957
Role: Partner/Owner
In role since: January 2022 · 4 years
Control person: Not listed
Direct ownership: 10% to 25%
Firm headquarters: Bellevue, KY
Individual registration: No current adviser record · SEC search
Disciplinary history: Not yet shown here · SEC record

Common questions

Where does Sarah Mohr work?

Sarah Mohr has been Partner/Owner of The Wealth Advisory Team, LLC since January 2022.

Source: Form ADV, Schedule A, filed 2 February 2026

How can I verify Sarah Mohr’s record?

Sarah Mohr’s role is listed on The Wealth Advisory Team, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 124957.

Source: Form ADV, Schedule A, filed 2 February 2026

Leadership at The Wealth Advisory Team

Sources

IAPD individual lookup, CRD 6817739, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.

Form ADV Part 1A, Schedules A and B of The Wealth Advisory Team, LLC, filed 2 February 2026. Title, control and ownership bands.