TRAVIS ALLEN INC.
Legal name: WEALTH STRATEGIES GROUP
CRD #326407 SEC #801-128247 NEWPORT BEACH, CA 888-848-4144
SEC Registered
Total AUM
$16.3M
Discretionary
$16.3M
Employees
4
Clients
11
Accounts
102
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 1, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLEN, TRAVIS | I | CEO/PRESIDENT/CCO | E | Control |
| ALLEN, TRAVIS | I | CEO/PRESIDENT/CCO | E | Control |
| ALLEN, TRAVIS | I | CEO/PRESIDENT/CCO | E | Control |
| ALLEN, TRAVIS | I | CEO/PRESIDENT/CCO | E | Control |
| ALLEN, TRAVIS | I | CEO/PRESIDENT/CCO | E | Control |
| ALLEN, TRAVIS | I | CEO/PRESIDENT/CCO | E | Control |
| ALLEN, TRAVIS | I | CEO/PRESIDENT/CCO | E | Control |
| ALLEN, TRAVIS | I | CEO/PRESIDENT/CCO | E | Control |
| ALLEN, TRAVIS | I | CEO/PRESIDENT/CCO | E | Control |
| ALLEN, TRAVIS | I | CEO/PRESIDENT/CCO | E | Control |
| ALLEN, TRAVIS | I | CEO/PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Jun 1, 2024 REGISTERED
Notice Filings (15)
AZ CA CO FL GA ID IL IN MI NV OR SD UT VA WA
Address
2901 W. COAST HIGHWAY, SUITE 200NEWPORT BEACH, CA 92663
United States
Phone: 888-848-4144