WEALTH STRATEGIES GROUP

TRAVIS ALLEN INC.

CRD 326407 · SEC 801-128247

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$49.7M

Discretionary AUM

$49.7M

Team

6 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-06-15

Disciplinary history

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Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	134	$22.3M
High net worth individuals	20	$26.7M
Corporations/business entities	6	$684K

All web addresses on file

Official SEC filing: View on IAPD