Wealth Strategies Group registers with the SEC (Newport Beach, CA)

New SEC-registered adviser · CRD 326407 · 801-137269 · effective 2026-09-15

Effective 2026-09-15. 6 employees (2 advisory), $103M regulatory AUM across 308 accounts. Notice-filed in CA. Corporation (CA).

Performance fees

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.