W&S Advisory Services, Llc
- Regulatory AUM
- $5.3M
- Discretionary
- $5.3M
- Clients
- 6,689
- Avg AUM / client
- $791
- Accounts
- 6,689
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of May 07, 2026
Asset allocation (SMA assets by investment type)
as of May 07, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6,689 | $5.3M | 100.0% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kyle Thomas Gleich | Registered representative | May 2025 (1y) | ||
| Robert Andrew Neff | Registered representative | May 2025 (1y) | ||
| Hussain M Ali | Registered representative | Chartered Financial Consultant | May 2025 (1y) | |
| James Craig Hynd | Registered representative | CFP Chartered Financial Consultant | Dec 2025 (1y) | |
| Timothy Steven Stearns | Registered representative | Dec 2025 (1y) | ||
| Aaron Nicholas Steffan | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| James Ross Schleicher | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| Patrick J Dulzer | Registered representative | Jan 2026 (1y) | ||
| Tyler Andrew Mccullough | Registered representative | Feb 2026 (0y) | ||
| Gareth Cabili Caluducan | Registered representative | Jun 2026 (0y) |
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) | 05/07/2026 | 1.13 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗