What departments does Wealth Advisory Services have?

Wealth Advisory Services has employees across 5 departments including Business Development, Finance, Consultant, Administrative, Sales.

What is the largest department at Wealth Advisory Services?

The largest department at Wealth Advisory Services is Finance with 4 employees.

Where are Wealth Advisory Services employees located globally?

Wealth Advisory Services has employees across 1 continents and 1 countries including 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
14

United States Of America
14

Wealth Advisory Services's Leadership

D. T.
VP Business Development
Mobile Phone
Email
J. S.
Vice President - Investment Officer
Mobile Phone
Email
D. M.
Senior Vice President
Mobile Phone
Email
P. K.
Managing Director, Was | Investment Consultant
Mobile Phone
Email
D. J.
Branch Manager, Rjfs
Mobile Phone
Email
D. G.
Office Manager
Mobile Phone
Email
R. Y.
Principal
Mobile Phone
Email
E. J.
Financial Advisor
Mobile Phone
Email

Wealth Advisory Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Wealth Advisory Services

Name

Title

Contact Info

Location

Last Update

D. T.
VP Business Development
Mobile Phone
Email
United StatesPennsylvania
May 30, 2025
D. M.
Senior Vice President
Mobile Phone
Email
United StatesSouth Carolina
May 01, 2024
J. S.
Vice President - Investment Officer
Mobile Phone
Email
Oct 22, 2024
P. K.
Managing Director, Was | Investment Consultant
Mobile Phone
Email
United StatesArkansas
Apr 16, 2026
D. J.
Branch Manager, Rjfs
Mobile Phone
Email
United StatesPennsylvania
Mar 17, 2026
D. G.
Office Manager
Mobile Phone
Email
Oct 22, 2024
R. Y.
Principal
Mobile Phone
Email
Oct 21, 2024
E. J.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Jun 25, 2026
S. S.
Lpl Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Feb 18, 2026
J. S.
Financial Advisor
Mobile Phone
Email
United StatesSouth Carolina
Oct 17, 2024

Frequently Asked Questions

What is Wealth Advisory Services known for?

Wealth Advisory Services was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 18 East Court Street Suite 100 Doylestown, Pennsylvania United States; you can contact the 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 . 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 May 2026. These team members are located across 1 continents, including North America.

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

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

VP Business Development: D. T.
Vice President - Investment Officer: J. S.
Senior Vice President: D. M.
Managing Director, Was | Investment Consultant: P. K.
Branch Manager, Rjfs: D. J.

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Wealth Advisory Services Employee Directory

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Wealth Advisory Services Global Highlights

North America
14

Wealth Advisory Services's Leadership

Wealth Advisory Services Employee Metrics

Contact profiles from Wealth Advisory Services

Frequently Asked Questions

What is Wealth Advisory Services known for?

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

How many employees does Wealth Advisory Services have currently?

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

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Wealth Advisory Services Employee Directory

Find Wealth Advisory Services employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Wealth Advisory Services Global Highlights

North America14

Wealth Advisory Services's Leadership

Wealth Advisory Services Employee Metrics

Contact profiles from Wealth Advisory Services

Frequently Asked Questions

What is Wealth Advisory Services known for?

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

How many employees does Wealth Advisory Services have currently?

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

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

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North America
14

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