WEALTH STRATEGIST PARTNERS, LLC
CRD #157928 SEC #801-72404 CHICAGO, IL 312-863-6080
SEC Registered
Total AUM
$280M
Discretionary
$0
Employees
5
Clients
--
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $280M | $0 | $280M | 5 | 11 |
| Mar 2016 | $278.1M | $0 | $278.1M | 3 | 1 |
| Mar 2015 | $309.7M | $0 | $309.7M | 4 | 11 |
| Jul 2014 | $325.2M | $0 | $325.2M | 4 | 1 |
| Mar 2014 | $939.4M | $0 | $939.4M | 4 | 1 |
| Mar 2013 | $1B | $0 | $1B | 4 | 11 |
| Mar 2012 | $1.3B | $0 | $1.3B | 1 | 1 |
| Jun 2011 | $1.2B | $0 | $1.2B | 5 | -- |
| May 2011 | $1.2B | $0 | $1.2B | 5 | -- |
DateMar 2017
Total AUM$280M
Discretionary$0
Non-Disc.$280M
Employees5
Clients11
DateMar 2016
Total AUM$278.1M
Discretionary$0
Non-Disc.$278.1M
Employees3
Clients1
DateMar 2015
Total AUM$309.7M
Discretionary$0
Non-Disc.$309.7M
Employees4
Clients11
DateJul 2014
Total AUM$325.2M
Discretionary$0
Non-Disc.$325.2M
Employees4
Clients1
DateMar 2014
Total AUM$939.4M
Discretionary$0
Non-Disc.$939.4M
Employees4
Clients1
DateMar 2013
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees4
Clients11
DateMar 2012
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees1
Clients1
DateJun 2011
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees5
Clients--
DateMay 2011
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees5
Clients--