Wealth Advisory Team LLC
Wealth Advisory Team LLC is a US-based registered investment adviser headquartered in Bellevue, Kentucky. Founded in 2017, the firm manages portfolios primarily for individuals and high net worth individuals and also serves at least one charitable organization. As of early 2025, it manages approximately $130 million in assets and employs 5 staff, the majority of whom are investment-focused. The firm offers customized wealth management, investment planning, and financial advisory services, with a local presence and a reputation for personalized client service.
Investment Strategy
Wealth Advisory Team LLC specializes in discretionary portfolio management with a focus on diversified strategies catering to individual and high net worth clients. The firm constructs portfolios that include a mix of ETFs, mutual funds, equities, and fixed income products. Core holdings tend to emphasize broad market exposure, dividend income, ESG factors, and risk-managed strategies. The investment philosophy centers on aligning portfolios with clients’ financial goals and risk tolerance through both tactical and strategic allocation across asset classes.
Top Holdings
Equity Positions (37)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACIO | ETF SER SOLUTIONS | 13.79% | $14.7M | 356,175 | $41.40 | $41.40 | +$14.7M |
D DRSK | ETF SER SOLUTIONS | 10.68% | $11.4M | 397,185 | $28.74 | $28.74 | +$11.4M |
D DFUS | DIMENSIONAL ETF TRUST | 9.46% | $10.1M | 150,970 | $67.02 | $67.02 | +$10.1M |
D DBEF | DBX ETF TR | 8.89% | $9.5M | 217,257 | $43.75 | $43.75 | +$9.5M |
U UCON | FIRST TR EXCHNG TRADED FD VI | 7.33% | $7.8M | 314,692 | $24.89 | $24.89 | +$7.8M |