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STRAUSS FINANCIAL GROUP
STRAUSS WEALTH ADVISING, INC.
CRD 310512 · SEC 801-119480
1800 INTERNATIONAL PARK DRIVE, SUITE 190, HOOVER, AL, 35243, United States
Phone
(205) 967-9595
Fax
(205) 967-9114
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$276.0M
Discretionary AUM
$276.0M
Team
6 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)WEALTH ADVISORY SERVICES REGARDING NON-SECURITY ASSETS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 211 | $243.0M |
| High net worth individuals | 1 | $30.0M |
| Charitable organizations | 1 | $3.0M |
States served
AL, GA, LA, TX
All web addresses on file
Official SEC filing: View on IAPD