RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GOLDSTEIN, RODNEY, LOUISICO-MANAGING PARTNER, MANAGING MEMBERC Control
GOLDSTEIN, RODNEY, LOUISICO-MANAGING PARTNER, MANAGING MEMBERC Control
GOLDSTEIN, RODNEY, LOUISICO-MANAGING PARTNER, MANAGING MEMBERC Control
GOLDSTEIN, RODNEY, LOUISICO-MANAGING PARTNER, MANAGING MEMBERC Control
GOLDSTEIN, RODNEY, LOUISICO-MANAGING PARTNER, MANAGING MEMBERC Control
GOLDSTEIN, RODNEY, LOUISICO-MANAGING PARTNER, MANAGING MEMBERC Control
GOLDSTEIN, RODNEY, LOUISICO-MANAGING PARTNER, MANAGING MEMBERC Control
LUCAS, STUART, EMIGICO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER, MANAGING MEMBERC Control
LUCAS, STUART, EMIGICO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER, MANAGING MEMBERC Control
LUCAS, STUART, EMIGICO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER, MANAGING MEMBERC Control
LUCAS, STUART, EMIGICO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER, MANAGING MEMBERC Control
LUCAS, STUART, EMIGICO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER, MANAGING MEMBERC Control
LUCAS, STUART, EMIGICO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER, MANAGING MEMBERC Control
LUCAS, STUART, EMIGICO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER, MANAGING MEMBERC Control
STUART E. LUCAS 1991 TRUSTDEMEMBERC Control
STUART E. LUCAS 1991 TRUSTDEMEMBERC Control
STUART E. LUCAS 1991 TRUSTDEMEMBERC Control
STUART E. LUCAS 1991 TRUSTDEMEMBERC Control
STUART E. LUCAS 1991 TRUSTDEMEMBERC Control
STUART E. LUCAS 1991 TRUSTDEMEMBERC Control
STUART E. LUCAS 1991 TRUSTDEMEMBERC Control
LUCAS, SUSAN, KOENIGSBERGICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MANAGING MEMBERB Control
LUCAS, SUSAN, KOENIGSBERGICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MANAGING MEMBERB Control
LUCAS, SUSAN, KOENIGSBERGICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MANAGING MEMBERB Control
LUCAS, SUSAN, KOENIGSBERGICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MANAGING MEMBERB Control
LUCAS, SUSAN, KOENIGSBERGICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MANAGING MEMBERB Control
LUCAS, SUSAN, KOENIGSBERGICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CLIENT PARTNER, MANAGING MEMBERB Control
LUCAS, SUSAN, KOENIGSBERGICHIEF COMPLIANCE OFFICER, PARTNERB Control
SUSAN KOENIGSBERG LUCAS 2001 TRUSTDEMEMBERB Control
SUSAN KOENIGSBERG LUCAS 2001 TRUSTDEMEMBERB Control
SUSAN KOENIGSBERG LUCAS 2001 TRUSTDEMEMBERB Control
SUSAN KOENIGSBERG LUCAS 2001 TRUSTDEMEMBERB Control
SUSAN KOENIGSBERG LUCAS 2001 TRUSTDEMEMBERB Control
SUSAN KOENIGSBERG LUCAS 2001 TRUSTDEMEMBERB Control
SUSAN KOENIGSBERG LUCAS 2001 TRUSTDEMEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LUCAS, STUART, EMIGISTUART E. LUCAS 1991 TRUSTF Control
LUCAS, STUART, EMIGISTUART E. LUCAS 1991 TRUSTF Control
LUCAS, STUART, EMIGISTUART E. LUCAS 1991 TRUSTF Control
LUCAS, STUART, EMIGISTUART E. LUCAS 1991 TRUSTF Control
LUCAS, STUART, EMIGISTUART E. LUCAS 1991 TRUSTF Control
LUCAS, STUART, EMIGISTUART E. LUCAS 1991 TRUSTF Control
LUCAS, STUART, EMIGISTUART E. LUCAS 1991 TRUSTF Control
LUCAS, SUSAN, KOENIGSBERGISUSAN KOENIGSBERG LUCAS 2001 TRUSTF Control
LUCAS, SUSAN, KOENIGSBERGISUSAN KOENIGSBERG LUCAS 2001 TRUSTF Control
LUCAS, SUSAN, KOENIGSBERGISUSAN KOENIGSBERG LUCAS 2001 TRUSTF Control
LUCAS, SUSAN, KOENIGSBERGISUSAN KOENIGSBERG LUCAS 2001 TRUSTF Control
LUCAS, SUSAN, KOENIGSBERGISUSAN KOENIGSBERG LUCAS 2001 TRUSTF Control
LUCAS, SUSAN, KOENIGSBERGISUSAN KOENIGSBERG LUCAS 2001 TRUSTF Control
LUCAS, SUSAN, KOENIGSBERGISUSAN KOENIGSBERG LUCAS 2001 TRUSTF Control

Registrations

Federal

IA
Mar 30, 2022 REGISTERED

Notice Filings (1)

IL

Address

191 N. WACKER DR.
SUITE 1500
CHICAGO, IL 60606
United States
Phone: 773-747-6087