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SUCCESSFUL WEALTH STRATEGIES, LLC

CRD 286563

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$50.6M

Discretionary AUM

$50.4M

Team

2 total employees; 2 advisory reps; 8 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; MONTHLY/ANNUAL COACHING & PLANNING

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals158$21.6M
High net worth individuals29$29.0M

All web addresses on file

Official SEC filing: View on IAPD