DISCIPLINED WEALTH STRATEGIES, INC.

DISCIPLINED WEALTH STRATEGIES, INC. is an SEC-registered investment adviser (CRD 166115). Regulatory assets under management: $441.1M.

Registration

• CRD: 166115
• SEC file number: 801-79352
• Type: Registered investment adviser
• Phone: 978-793-1748
• Latest filing: 2015-03-13
• Regulatory AUM: $441.1M
• Discretionary AUM: $441.1M
• Clients: 1
• Accounts: 1,521

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 166115 on SEC IAPD (source of record)
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