WEALTH STRATEGIES GROUP

RIASEC RegisteredEst. 2023

Total AUM

$43.6M

Discretionary

$43.6M

100% of AUM

Avg account

$325K

Accounts

134

Employees

Advisory reps

Firm details

Headquarters: NEWPORT BEACH, California
CRD number: 326407
Registered since: August 2, 2023
Website: www.wealthstrategiesgroup.com
Custodians: INTERACTIVE BROKERS LLC, MUTUAL SECURITIES, INC., AMERICAN FUNDS & TRUSTS INCORPORATED, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI50.24%
Individuals43.84%
Corporations / Businesses3.66%
Pension & Profit Sharing Plans2.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wealth Strategies Group is an independent registered investment advisor that focuses on providing financial planning and portfolio management services to both individual and institutional clients. The firm was established in 2023 and operates as a corporation under individual ownership. Its advisory activities encompass a range of services, including portfolio management for individuals and small businesses, as well as for larger institutions. Wealth Strategies Group does not actively engage in ESG investing and is not classified as a multi-state adviser.