WEALTH STRATEGIES GROUP
SEC Form ADV profile.
Total regulatory AUM
$102,928,253
Discretionary
$102,928,253
Non-discretionary
$0
Firm details
- CRD number
- 326407
- SEC file number
- 801-137269
- Main office
- NEWPORT BEACH, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://twitter.com/wsgwealth/
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.