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Wealth Financial Advisory Services, LLC

Wealth Financial Advisory Services, LLC

Overview

Articles

Holdings

ETF Holdings

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

Assets

Assets

Last updated on Aug. 26, 2017
    • $82.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $78.9K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

24

name start date
Cheryl Marie Lopez
May 2013
Gary Ray Duell
April 2017
Marlan D. Milton
June 2018
Steven James Thomas
January 2015
Gabriel David Lewit
June 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Sgl Financial -- --

      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 President May, 2011 25% to 50%
      Steven James Thomas Chief Operating Officer / Chief Compliance Officer July, 2014 5% to 10%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees