David De Tagyos

Wellth Advisory Services, LLC

20 Years of Experience

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

Shorewood, IL

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

David is the Director of Investments at Strategic Retirement Partners, providing fiduciary investment reviews and working with participants and committees. This takes up nearly all of David's time, including a significant portion during trading hours.