# FAMILY WEALTH STRATEGISTS, LLC

FAMILY WEALTH STRATEGISTS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 340841
- Type: SEC-registered investment adviser
- Location: 20101 SW BIRCH STREET, NEWPORT BEACH, CA, 92660
- Phone: 949-503-0097
- Latest filing: 2026-05-05
- Clients: 1

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340841/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340841/similar
- Related entities: https://search.stillhousedata.com/firm/340841/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340841

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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.