WEALTH STRATEGIES GROUP

WEALTH STRATEGIES GROUP of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 326407). Regulatory assets under management: $49.7M.

Registration

• CRD: 326407
• SEC file number: 801-128247
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326407 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search