WEALTH STRATEGIES GROUP
CRD #316461 SEC #801-122610 HUNTINGTON BEACH, CA (888) 848-4144
SEC Registered
Total AUM
$40.7M
Discretionary
$40.7M
Employees
3
Clients
0
Accounts
286
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Jan 2022 | $40.7M | $40.7M | $0 | 3 | 0 |
| Oct 2021 | $40.7M | $40.7M | $0 | 3 | 0 |
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees3
Clients0