# CURRENTS WEALTH STRATEGIES LLC

CURRENTS WEALTH STRATEGIES LLC is an Other based in United States.

## Overview

- **Organization type:** Other
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://currentswealthstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/currents-wealth-strategies

## Regulatory record

- **CRD number:** 339968
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339968

## About

CURRENTS Wealth Strategies is a fee-only, fiduciary, full-service wealth management practice. It connects financial planning, tax planning, investment management, alternative investments, charitable giving, and risk management for clients facing defining moments such as approaching retirement, concentrated stock positions, business sales, and legacy planning.

## People

- Nate Willardson — CFP®, Founder
- Nate Willardson — CFP®, Managing Partner

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Last updated: 2026-08-11T15:06:35.052Z

Canonical page: https://altss.com/profile/currents-wealth-strategies-llc

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