Ann-marie Sepuka

Wellth Advisory Services, LLC

29 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Wellth Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

77 advisors

Number of Clients

2,383 clients

Average Client Portfolio

$9.9M average

Assets Under Management

$23.6B

Fee Structure

Financial Planning:Investment management only

Location

Sugar Land, TX

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History

Regulatory History (1)

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Customer Dispute

June 2002

Closed-No Action

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Other Business Activities

Ann-Marie has several business activities, including DBAs for her LPL business (Strategic Retirement Partners and SRP), and LLCs for tax/investment purposes (SRP Holdings Group LLC and SRP Ventures LLC). She also provides investment advisory services through Global Retirement Partners, spending nearly full-time on this activity until June 2024.