Investment adviser · CRD 326407
WEALTH STRATEGIES GROUP
Investment adviser filing (IA)
NEWPORT BEACH, CA, United States · Form ADV filed Sep 9, 2026
- Regulatory AUM
- $103M Form ADV · Item 5.F
- Client accounts
- 308 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 18 | $83,403,534 | 81.0% |
| Individuals | 89 | $16,132,968 | 15.7% |
| Corporations & businesses | 13 | $3,391,751 | 3.3% |
Filing source
Form ADV 2131757 · Sep 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 9, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
2901 W. COAST HWY, STE 200NEWPORT BEACH, CA, 92663, United States
CRD 326407
Filing source
Form ADV 2131757 · Sep 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.