Wellth Advisory Services, Llc
SEC-registered
Institutional / Pension Advisor · Large ($10B–$100B)
CRD 330537
· SEC file 801-130037
·
· www.srpretire.com
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $26.7B
- Discretionary
- $9.4B
- Clients
- 3,887
- Avg AUM / client
- $6.9M
- Accounts
- 3,889
- Employees
- 74
AUM over time
$0
$26.7B
Dec 2023
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,188 | $372M | 1.4% |
| High net worth individuals | 246 | $390M | 1.46% |
| Banking or thrift institutions | 0 | — | — |
| Pension and profit sharing plans | 1,406 | $25.9B | 97.0% |
| Charitable organizations | 13 | $26.7M | 0.1% |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | 34 | $14.4M | 0.05% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C. Showing first 100 of 167.
People (78)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cullen, Rebecca, J | Partner | Jul 2003 (23y) | ≈ 4.69% – 25% via Cullen Financial Group, Inc. | |
| Jeffrey Jon Cullen | Chief Executive Officer | Jul 2003 (23y) | ≈ 4.69% – 25% via Cullen Financial Group, Inc. | |
| Hughes, Sarah, Amanda | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Mayerhofer, Deane, Janet | Chief Operating Officer | Mar 2024 (2y) | Less than 5% | |
| Ann Marie Sepuka | Registered representative | Jun 2024 (2y) | ||
| Brandon Michael Lawrence | Registered representative | Jun 2024 (2y) | ||
| Brian Joseph Quinn | Registered representative | CFA | Jun 2024 (2y) | |
| Bryan Andrew Peebles | Registered representative | Jun 2024 (2y) | ||
| Christopher Curtis Kempton | Registered representative | Jun 2024 (2y) | ||
| Craig Chamberlin Dewey | Registered representative | Chartered Financial Consultant | Jun 2024 (2y) | |
| Douglas Eduardo Bermudez | Registered representative | Jun 2024 (2y) | ||
| David De Tagyos | Registered representative | Jun 2024 (2y) | ||
| Eric Allen Obergfell | Registered representative | CFP | Jun 2024 (2y) | |
| Erin Morsch Hall | Registered representative | Jun 2024 (2y) | ||
| Geoffrey Allen Roush | Registered representative | Jun 2024 (2y) | ||
| Gregory Gavran | Registered representative | Jun 2024 (2y) | ||
| Heather Rebecca Heron | Registered representative | Jun 2024 (2y) | ||
| James Lewis Worrell | Registered representative | Jun 2024 (2y) | ||
| Jill Kay Penman | Registered representative | Jun 2024 (2y) | ||
| Jonathon Christopher Schultheiss | Registered representative | Jun 2024 (2y) | ||
| Joseph Robert Brummel | Registered representative | Jun 2024 (2y) | ||
| Lisa Lynn Schebler | Registered representative | Jun 2024 (2y) | ||
| Marc Roger Beausoleil | Registered representative | CFP | Jun 2024 (2y) | |
| Mario A Echevarria | Registered representative | CFP | Jun 2024 (2y) | |
| Mark Joseph Dorman | Registered representative | Chartered Financial Consultant | Jun 2024 (2y) | |
| Mark Richard Forbes | Registered representative | Jun 2024 (2y) | ||
| Matthew Gardner Watson | Registered representative | Jun 2024 (2y) | ||
| Michael Taylor Harvill | Registered representative | Jun 2024 (2y) | ||
| Matthew W Stolle | Registered representative | Jun 2024 (2y) | ||
| Maxx Kempton | Registered representative | Jun 2024 (2y) | ||
| Michael Edward Rich | Registered representative | Jun 2024 (2y) | ||
| Richard Craig Clouse | Registered representative | Jun 2024 (2y) | ||
| Richard Craig Clouse | Registered representative | Chartered Financial Consultant | Jun 2024 (2y) | |
| Richard Westwood Lombard | Registered representative | Jun 2024 (2y) | ||
| Robert Martin Wagner | Registered representative | CFA | Jun 2024 (2y) | |
| Sara Jo Seyer | Registered representative | Jun 2024 (2y) | ||
| Sara Lyn Strasser | Registered representative | Jun 2024 (2y) | ||
| Scott Michael Lippa | Registered representative | Jun 2024 (2y) | ||
| Stacy Elizabeth League | Registered representative | Jun 2024 (2y) | ||
| Shannon T Maloney | Registered representative | Jun 2024 (2y) | ||
| Todd Michael Lohman | Registered representative | Jun 2024 (2y) | ||
| William Ebersold | Registered representative | Jun 2024 (2y) | ||
| Zachary Alexander Nelson | Registered representative | CFP | Jun 2024 (2y) | |
| Zachary B Morris | Registered representative | Jun 2024 (2y) | ||
| James Kermit Norland | Registered representative | Jun 2024 (2y) | ||
| Michael Bradley Morgan | Registered representative | Jul 2024 (2y) | ||
| Anthony Zantua Zantua | Registered representative | Jul 2024 (2y) | ||
| Lance Jonathan Clauson | Registered representative | Jul 2024 (2y) | ||
| Phillip Nathan Senderowitz | Registered representative | Jul 2024 (2y) | ||
| Jack Lohman | Registered representative | Jul 2024 (2y) | ||
| Matthew M Dufresne | Registered representative | Jul 2024 (2y) | ||
| Michael Eugene Pierce | Registered representative | Jul 2024 (2y) | ||
| Lawrence Michael Reale | Registered representative | Jul 2024 (2y) | ||
| Christopher Edward Gehrts | Registered representative | Sep 2024 (2y) | ||
| Daniel Antonio Torres | Registered representative | Dec 2024 (2y) | ||
| Joseph Patrick Kerrigan | Registered representative | Dec 2024 (2y) | ||
| James Robert Klomparens | Registered representative | Jan 2025 (2y) | ||
| Jeanne Johnson Sutton | Registered representative | Jan 2025 (2y) | ||
| Richard Allen Roush | Registered representative | Jan 2025 (2y) | ||
| Salvador Diaz | Registered representative | Jan 2025 (2y) | ||
| Steven Patrick Faggiolly | Registered representative | Jan 2025 (2y) | ||
| Savannah Brooke Waffird | Registered representative | Jan 2025 (2y) | ||
| Todd Brooks White | Registered representative | CFP | Jan 2025 (2y) | |
| Utkarsha Banerjee | Registered representative | Jan 2025 (2y) | ||
| Francis Martin Gillis | Registered representative | Feb 2025 (1y) | ||
| Lucas Gillis | Registered representative | Feb 2025 (1y) | ||
| Gus Joseph Dodge | Registered representative | Feb 2025 (1y) | ||
| Thomas Alfred Sawyer | Registered representative | Mar 2025 (1y) | ||
| Christina Anne Tunison | Registered representative | Jul 2025 (1y) | ||
| Regina L Lewis | Registered representative | Oct 2025 (1y) | ||
| Edward Myles Lynch | Registered representative | Oct 2025 (1y) | ||
| Kathryn Lynch | Registered representative | Oct 2025 (1y) | ||
| Fue Yang | Registered representative | Nov 2025 (1y) | ||
| Blake Alexander Morlet | Registered representative | Nov 2025 (1y) | ||
| Gregory Andrew Koehler | Registered representative | CFP | Dec 2025 (1y) | |
| Christina Marie Gage | Registered representative | Apr 2026 (0y) | ||
| Jennifer Anne Gage | Registered representative | CFP | Apr 2026 (0y) | |
| Jeffrey David Eisman | Registered representative | CFA | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Srp Holdings Group, Llc | Sole Owner | Oct 2015 | A | 75% or more |
| Cullen Financial Group, Inc. | General Partner | Jul 2003 | B | ≈ 18.75% – 50% via Srp Holdings Group, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cullen, Rebecca, J: 25% – 50% of Cullen Financial Group, Inc. × 25% – 50% of Srp Holdings Group, Llc × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Jeffrey Jon Cullen: 25% – 50% of Cullen Financial Group, Inc. × 25% – 50% of Srp Holdings Group, Llc × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Cullen Financial Group, Inc.: 25% – 50% of Srp Holdings Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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.
Retirement plans served (100)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| I.B.E.W. Local No. 106 Annuity Plan | Trustees Of Local Union 106 Ibew Annuity Plan | 178 | $34.2M | 11/01/2024 |
| Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan | Woodmont Real Estate Services, Lp | 353 | $28.0M | 10/01/2024 |
| Jewish Community Center Of Greater Pittsburgh 401(k) Retirement Plan | Jewish Community Center Of Greater Pittsburgh | 342 | $11.8M | 09/01/2024 |
| Forward Service Corporation 401(k) Plan | Forward Service Corporation | 334 | $22.1M | 07/01/2024 |
| I.B.E.W. Local No. 106 Pension Plan | Local Union 106 Ibew | 155 | $43.8M | 07/01/2024 |
| Pbk Architects, Inc. 401(k) Profit Sharing Plan & Trust | Pbk Architects, Inc. | 1,060 | $121M | 06/01/2024 |
| Pleasant Valley Corporation 401(k) Plan | Pleasant Valley Corporation | 210 | $8.6M | 04/01/2024 |
| Cme Corp 401(k) Plan | Claflin Service Company | 289 | $28.8M | 04/01/2024 |
| Kyanite Mining Corporation Employees' 401(k) Savings And Profit Sharing Plan | Kyanite Mining Corporation | 118 | $24.9M | 04/01/2024 |
| Earl May Seed & Nursery Lc Profit Sharing And Retirement Savings Program | Earl May Seed & Nursery Lc | 296 | $6.8M | 01/01/2024 |
| Four Rivers Combined 401(k) Plan | Western Kentucky Regional Mental Health Mental Retardation Advisory | 0 | $0 | 01/01/2024 |
| Bolton & Menk, Inc. Employee Stock Ownership Plan | Bolton & Menk, Inc. | 1,046 | $77.7M | 01/01/2024 |
| Bolton & Menk, Inc. 401(k) Plan | Bolton & Menk, Inc. | 1,089 | $155M | 01/01/2024 |
| Stillwater Designs And Audio, Inc. 401(k) Profit Sharing Plan | Stillwater Designs And Audio, Inc. | 192 | $34.4M | 01/01/2024 |
| The Murray Bank 401(k) Employee Stock Ownership Plan | The Murray Bank | 69 | — | 01/01/2024 |
| Imagine One, Ltd. 401(k) & Profit Sharing Plan | Imagine One Technology & Management, Ltd. | 276 | $24.7M | 01/01/2024 |
| Schuler Shoes, Inc. 401(k) Savings Plan | Schuler Shoes, Inc. | 167 | $16.5M | 01/01/2024 |
| Easypost 401(k) Plan | Simpler Postage, Inc. Dba Easypost | 473 | $23.6M | 01/01/2024 |
| Pinnergy, Ltd. 401(k) Plan | Pinnergy, Ltd. | 536 | $9.2M | 01/01/2024 |
| Hero Dvo Llc 401(k) Profit Sharing Plan And Trust | Hero Dvo Llc | 1,035 | $14.6M | 01/01/2024 |
| Bible League 401(k) Savings Plan | Bible League | 91 | $16.1M | 01/01/2024 |
| Sherrill, Inc. 401(k) Profit Sharing Plan & Trust | Sherrill, Inc. | 206 | $12.2M | 01/01/2024 |
| Rohrer Corporation Amended And Restated Profit Sharing Plan And Trust | Rohrer Corporation | 705 | $75.4M | 01/01/2024 |
| Dpc Retirement Plan | Diversified Protection Corporation | 864 | $9.9M | 01/01/2024 |
| Alloy & Stainless Fasteners, Inc. 401(k) Profit Sharing Plan | Alloy & Stainless Fasteners, Inc. | 324 | $18.4M | 01/01/2024 |
Top 25 of 100 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.04 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
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $6.7B (28% of AUM) Dec 2025
- Principal Securities, Inc. $3.3B (12% of AUM) Mar 2026
- Empower Financial Services, Inc. $2.3B (9% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 26, 2026.
View current Form ADV (SEC/IAPD) ↗