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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LUCAS, STUART, EMIG | I | CHAIRMAN, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, STUART, EMIG | I | CHAIRMAN | D | Control |
| LUCAS, STUART, EMIG | I | CHAIRMAN, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, STUART, EMIG | I | CHAIRMAN, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, STUART, EMIG | I | CHAIRMAN, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, STUART, EMIG | I | CHAIRMAN, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, STUART, EMIG | I | CHAIRMAN, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, STUART, EMIG | I | CHAIRMAN, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, STUART, EMIG | I | CHAIRMAN, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, SUSAN, KOENIGSBERG | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, SUSAN, KOENIGSBERG | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| LUCAS, SUSAN, KOENIGSBERG | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, SUSAN, KOENIGSBERG | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, SUSAN, KOENIGSBERG | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, SUSAN, KOENIGSBERG | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, SUSAN, KOENIGSBERG | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, SUSAN, KOENIGSBERG | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | D | Control |
| LUCAS, SUSAN, KOENIGSBERG | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER, ELECTED MANAGER | D | Control |
Registrations
Federal
IA
Mar 20, 2017 REGISTERED
Notice Filings (1)
IL
Address
180 NORTH STETSON AVESUITE 1310
CHICAGO, IL 60601
United States
Phone: 312-863-6080