CURRENTS WEALTH STRATEGIES LLC

CURRENTS WEALTH STRATEGIES LLC is an SEC-registered investment adviser (CRD 339968).

Registration

• CRD: 339968
• Type: Registered investment adviser
• Phone: 619-599-3105
• Latest filing: 2026-05-21
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339968 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search