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Mark J.
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Clearstead Advisory Solutions (CAS or the Firm) is a division of Clearstead Advisors, LLC, an SEC registered investment adviser. Prior to the April 2024 acquisition of the CAS division, the firm was defined as Wilbanks Smith & Thomas Asset Management, LLC (WST), an SEC registered investment adviser. Based in Norfolk, Virginia, the division manages over $6.0 billion in assets as of December 31, 2023. For over three decades, we have been privileged by the trust and partnership of our clients, each one of which represents a unique set of circumstances and aspirations. We approach each relationship accordingly. Every member of...
Wealth management,asset management,registered investment advisor,and exchange traded funds (etfs)
Clearstead advisory solutions operates in the Financial services industry.
Clearstead advisory solutions's revenue is 11m - 100m
Clearstead advisory solutions has 11 - 50 employees.
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