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Wealth Financial Advisory Services, LLC

Wealth Financial Advisory Services, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 2, 2020
    • $74.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 589
      Accounts
    • $126.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

21

name start date
Cheryl Marie Lopez
May 2013
Kevin Patrick Smith
August 2018
Maria Patricia Zakutny
September 2016
David Schmitz
May 2015
Gabriel David Lewit
June 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Sgl Financial -- --
    Sgl Tax Advisory, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Gabriel David Lewit Chief Executive Officer May, 2011 25% to 50%
      Steven Richard Lewit Owner May, 2011 25% to 50%
      Steven James Thomas Chief Operating Officer / Chief Compliance Officer July, 2014 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees