# WEALTH STRATEGIES GROUP

WEALTH STRATEGIES GROUP of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 326407
- Type: SEC-registered investment adviser
- SEC file number: 801-128247
- Location: 2901 W. COAST HIGHWAY, SUITE 200, NEWPORT BEACH, CA, 92663
- Phone: 888-848-4144
- Latest filing: 2026-07-16
- Regulatory AUM: $49.7M
- Discretionary AUM: $49.7M
- Clients: 6
- Accounts: 302

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| ALLEN TRAVIS | CEO/PRESIDENT/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326407/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326407/similar
- Related entities: https://search.stillhousedata.com/firm/326407/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326407

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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.