What departments does Wealth Advisory Services have?

Wealth Advisory Services has employees across 2 departments including Administrative, Education.

What is the largest department at Wealth Advisory Services?

The largest department at Wealth Advisory Services is Administrative with 1 employees.

Where are Wealth Advisory Services employees located globally?

Wealth Advisory Services has employees across 2 continents and 2 countries including Spain, United States Of America.

How has Wealth Advisory Services's team size changed over time?

Wealth Advisory Services's team has grown from approximately 4 to 5 employees based on available data.

Wealth Advisory Services Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

Wealth Advisory Services is an independent wealth advisory firm in the financial services sector, based in Doylestown, Pennsylvania, and serving clients in the Greater Philadelphia area. It makes portfolio decisions tailored to each client’s unique needs and avoids compensation structures tied to specific products. The firm emphasizes proactive management of client accounts and aims for transparent, straightforward communication to help individuals and families manage and protect their financial assets. 

Founding partners each bring more than twenty years of wealth-advisory experience from large Wall Street firms. The organization operates with independence from product-based incentives and seeks to align advice with clients’ best interests. When clients need securities services, Wealth Advisory Services works with Raymond James for those offerings, while Wealth Advisory Services is not a registered broker/dealer; investment advisory services are provided through Raymond James Financial Services Advisors, Inc. and Wealth Advisory Services.

Wealth Advisory Services Global Highlights

North America
17

United States Of America
17

Europe
1

Spain
1

Wealth Advisory Services's Leadership

J. S.
Vice President - Investment Officer
Mobile Phone
Email
D. G.
Office Manager
Mobile Phone
Email
R. Y.
Principal
Mobile Phone
Email

Wealth Advisory Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Other

Contact profiles from Wealth Advisory Services

Name

Title

Contact

Location

Last Update

J. S.
Vice President - Investment Officer
Mobile Phone
Email
Oct 22, 2024
D. G.
Office Manager
Mobile Phone
Email
Oct 22, 2024
R. Y.
Principal
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Wealth Advisory Services known for?

Wealth Advisory Services was founded in 2003 and operates in the Financial Services industry. You can contact Wealth Advisory Services's main corporate office by phone at

+1-215-340-****

. Explore Wealth Advisory Services's company overview page for more information.

What is Wealth Advisory Services's most common email format?

Wealth Advisory Services employees' email format typically follows the pattern of First@wealthadvisoryservices.com. Trying to find reliable and up-to-date employee contact data? Find more Wealth Advisory Services email formats with LeadIQ.

How many employees does Wealth Advisory Services have currently?

Wealth Advisory Services has approximately 52 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Wealth Advisory Services's key employees and leadership?

As of September 2026, Wealth Advisory Services's key employees include:

Vice President - Investment Officer: J. S.
Office Manager: D. G.
Principal: R. Y.

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Wealth Advisory Services Employee Directory

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