Clients
Wellth Advisory Services serves 3,887 clients, 2,188 of them other individuals. The average client has about $6.9 million with the firm, and high-net-worth clients hold 1% of its $26.7 billion in assets.
- Pension and profit-sharing plans1,406 clients97%
- OtherIndividuals, High-net-worth individuals, Charitable organizations, Corporations and other businesses3%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,188 | $372,340,239 | 1.4% | $170K |
| High-net-worth individuals | 246 | $389,515,479 | 1.5% | $1.58M |
| Pension and profit-sharing plans | 1,406 | $25,874,836,218 | 97.0% | $18.4M |
| Charitable organizations | 13 | $26,701,597 | 0.1% | $2.05M |
| Corporations and other businesses | 34 | $14,439,941 | 0.1% | $425K |
| Total | 3,887 | $26,677,833,474 | 100% | $6.86M |
- Clients
- 2,188
- Regulatory AUM
- $372,340,239
- Share
- 1.4%
- Avg. per client
- $170K
- Clients
- 246
- Regulatory AUM
- $389,515,479
- Share
- 1.5%
- Avg. per client
- $1.58M
- Clients
- 1,406
- Regulatory AUM
- $25,874,836,218
- Share
- 97.0%
- Avg. per client
- $18.4M
- Clients
- 13
- Regulatory AUM
- $26,701,597
- Share
- 0.1%
- Avg. per client
- $2.05M
- Clients
- 34
- Regulatory AUM
- $14,439,941
- Share
- 0.1%
- Avg. per client
- $425K
Total
- Clients
- 3,887
- Regulatory AUM
- $26,677,833,474
- Share
- 100%
- Avg. per client
- $6.86M
What it does
Wellth Advisory Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars. It is paid through a percentage of assets, hourly charges and fixed fees.
Wellth Advisory Services provided financial planning to 51–100 clients last fiscal year and advises no private funds.
35.1% of assets ($9.37B across 2,541 accounts) are managed with discretion; $17.31B across 1,348 accounts are not. 0% of clients are outside the U.S., and 10 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks1%
- Funds98%
- Other1%
- Fractionalized percentages of every other category other than the two listed above.1%
Custodians
Wellth Advisory Services’ client accounts are held mainly at Principal Securities, with 12% of managed assets, and Empower, with 9%. Wellth Advisory Services does not have custody of client assets.
- EmpowerEmpower Financial Services, Inc. · Greenwood Village, CO · $2.29B9%
- Principal SecuritiesPrincipal Securities, Inc. · Des Moines, IA · $3.26B12%
- All other custodians$21.13B79%
Ownership and leadership
SRP Holdings Group, LLC owns 75% or more of Wellth Advisory Services, and Jeffrey Cullen is its CEO.
- Owns 75% or more of Wellth Advisory Services, LLC
SRP Holdings Group, LLC
since October 2015
- Owns 25% to 50% of SRP Holdings Group, LLC
Cullen Financial Group, Inc.
since July 2003
- Owns 25% to 50% of Cullen Financial Group, Inc.
Jeffrey Cullen
Control person · since July 2003
- Owns 25% to 50% of Cullen Financial Group, Inc.
Rebecca Cullen
since July 2003
Leadership
- Jeffrey CullenChief Executive Officer
- Deane MayerhoferChief Operating Officer
- Sarah HughesChief Compliance Officer
Staff
- 74 employees
- 73 in advisory functions
- 73 state-registered reps
- 27 broker-dealer reps
- 33 insurance agents
- 6 soliciting firms
Fees
Wellth Advisory Services is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees).
Wellth Advisory Services’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Wellth Advisory Services has 31 offices (13 private residences, listed without an address), with 20 listed addresses across 13 states.
California · 3 listed addresses
- 1733 Woodside RD, Redwood City
- 500 Silver Spur RD, Palos Verdes
- 2014 Tulare ST, Fresno
Florida · 2 listed addresses
- 24246 Euphoria Drive, Venice
- 874 Brightwater Circle, Maitland
Indiana · 2 listed addresses
- 2200 Lake Ave., Fort Wayne
- 925 Silver Valley Circle, Greenwood
New York · 2 listed addresses
- 801 Main Street, Buffalo
- 155 Culver RD. #200, Rochester
Ohio · 2 listed addresses
- 1093 Medina Road, Medina
- 5008 Pine Creek DR., Westerville
Iowa · 1 listed address
- 2900 100th Street, Urbandale
Michigan · 1 listed address
- 18600 Northville RD., Northville
Nevada · 1 listed address
- 8180 Rafael Riveria Way, Las Vegas
Oklahoma · 1 listed address
- 2727 East 21st ST., Tulsa
Rhode Island · 1 listed address
- 42 Weybosset ST, Providence
Texas · 1 listed address
- 11211 Taylor Draper Lane, Austin
Virginia · 1 listed address
- 200 River Don, Williamsburg
Wisconsin · 1 listed address
- 17145 W. Bluemound RD., Brookfield
Choose a state to see its listed addresses.
Other business names
Wellth Advisory Services has reported 1 other business name to the SEC.
- Strategic Retirement Partners (SRP)
Registration details
- Legal name
- Wellth Advisory Services, LLC
- Headquarters
- Not reported
- Phone
- 866-777-4015
- Website
- Not reported
- SEC file
- 801-130037
- Structure
- Nevada LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Wellth Advisory Services have?
Wellth Advisory Services has 3,887 clients and manages $26.7 billion for them, as of August 2026. They include 2,188 other individuals, 1,406 pension and profit-sharing plans and 246 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026
What services does Wellth Advisory Services offer?
Wellth Advisory Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Wellth Advisory Services use?
Wellth Advisory Services’ separately managed account assets are held at Principal Securities, Inc. (Des Moines, IA), with $3,262,924,830 and Empower Financial Services, Inc. (Greenwood Village, CO), with $2,285,703,500. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026
How many financial advisors does Wellth Advisory Services have?
Wellth Advisory Services has 73 investment adviser representatives registered with state securities authorities, out of 74 employees, and 73 perform investment advisory functions. 27 are registered representatives of a broker-dealer and 33 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wellth Advisory Services invest in?
At the end of its last fiscal year, Wellth Advisory Services’ separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs), 1% exchange-traded equities and 1% fractionalized percentages of every other category other than the two listed above.. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wellth Advisory Services?
Wellth Advisory Services is owned through a chain of holding companies by Jeffrey and Rebecca Cullen. Its direct owner is SRP Holdings Group, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 August 2026
How does Wellth Advisory Services get paid?
Wellth Advisory Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file