# SUCCESSFUL WEALTH STRATEGIES, LLC

SUCCESSFUL WEALTH STRATEGIES, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 286563
- Type: SEC-registered investment adviser
- Phone: 8604706238
- Latest filing: 2026-03-26
- Regulatory AUM: $50.6M
- Discretionary AUM: $50.4M
- Non-discretionary AUM: $249K
- Clients: 2
- Accounts: 187

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286563/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286563/similar
- Related entities: https://search.stillhousedata.com/firm/286563/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286563

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.