Investment adviser · CRD 316461

WEALTH STRATEGIES GROUP

Investment adviser filing (IA)

HUNTINGTON BEACH, CA, United States · Form ADV filed Mar 31, 2022

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 31, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

17011 BEACH BLVD, STE 150
HUNTINGTON BEACH, CA, 92647, United States

CRD 316461

Filing source

Form ADV 1636784 · Mar 31, 2022 · 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.