WEALTH STRATEGIST PARTNERS, LLC
CRD #292001 SEC #801-112514 CHICAGO, IL 773-747-6087
SEC Registered
Total AUM
$168.3M
Discretionary
$0
Employees
4
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $168.3M | $0 | $168.3M | 4 | 5 |
| Mar 2021 | $312.6M | $0 | $312.6M | 8 | 4 |
| Jun 2020 | $287.8M | $0 | $287.8M | 8 | 3 |
| Mar 2020 | $287.8M | $0 | $287.8M | 8 | 3 |
| Mar 2019 | $262.2M | $0 | $262.2M | 7 | 3 |
| Mar 2018 | $300.9M | $0 | $300.9M | 7 | 3 |
| Jan 2018 | $293.9M | $0 | $293.9M | 7 | 3 |
DateMar 2022
Total AUM$168.3M
Discretionary$0
Non-Disc.$168.3M
Employees4
Clients5
DateMar 2021
Total AUM$312.6M
Discretionary$0
Non-Disc.$312.6M
Employees8
Clients4
DateJun 2020
Total AUM$287.8M
Discretionary$0
Non-Disc.$287.8M
Employees8
Clients3
DateMar 2020
Total AUM$287.8M
Discretionary$0
Non-Disc.$287.8M
Employees8
Clients3
DateMar 2019
Total AUM$262.2M
Discretionary$0
Non-Disc.$262.2M
Employees7
Clients3
DateMar 2018
Total AUM$300.9M
Discretionary$0
Non-Disc.$300.9M
Employees7
Clients3
DateJan 2018
Total AUM$293.9M
Discretionary$0
Non-Disc.$293.9M
Employees7
Clients3