Wealth Advisory Solutions, Llc
- Regulatory AUM
- $599M
- Discretionary
- $585M
- Clients
- 684
- Avg AUM / client
- $876K
- Accounts
- 1,826
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 580 | $120M | 20.0% |
| High net worth individuals | 98 | $467M | 78.0% |
| Pension and profit sharing plans | 2 | $3.9M | 0.65% |
| Charitable organizations | 2 | $7.5M | 1.25% |
| Corporations and other businesses | 2 | $292K | 0.05% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kimberly Jo Custer | Managing Member/Cco | Jun 2017 (9y) | 25% – 50% | |
| Kyburz, Steven, Paul | Managing Member | Jun 2017 (9y) | 25% – 50% | |
| Tyler Ray Needler | Managing Member | Jun 2017 (9y) | 25% – 50% | |
| Elizabeth A Sturgeon | Registered representative | Aug 2017 (9y) | ||
| M Chet Warren | Registered representative | CFP | Aug 2017 (9y) | |
| Johnelle Michael Smith | Registered representative | Sep 2019 (7y) | ||
| Steven Richard Smith | Registered representative | Sep 2019 (7y) | ||
| Rick Brian Davis | Registered representative | Nov 2019 (7y) | ||
| Kyle Edward Marburger | Registered representative | Jun 2022 (4y) | ||
| Eve Kensington Smith | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Wells Fargo $416M (70% of AUM) Mar 2026
- Charles Schwab & Co. $168M (28% of AUM) Mar 2026
- Raymond James $105M (16% of AUM) Jul 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗