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Successful Wealth Strategies, LLC
SUCCESSFUL WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in COLLINSVILLE, CT. The firm manages $51 million in assets, $50 million on a...
Successful Wealth Strategies, LLC
SUCCESSFUL WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in COLLINSVILLE, CT. The firm manages $51 million in assets, $50 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does Successful Wealth Strategies, LLC likely provide?
Based on its name and RIA registration, the firm likely offers financial planning, portfolio management, estate planning, and tax advisory to high-net-worth families. These are standard services for multi-family offices operating under an RIA structure.
Is Successful Wealth Strategies, LLC publicly regulated?
As a registered investment advisor, it is subject to the U.S. Securities and Exchange Commission or state securities regulators. Its public filings may be accessible through the SEC's Investment Adviser Public Disclosure (IAPD) database, though no specific filings were located in this search.
Does the firm have a website or LinkedIn presence?
No active website or LinkedIn profile was found. The firm may operate without a public-facing digital presence, typical of small family offices that rely on personal referrals and privacy.
How does Successful Wealth Strategies, LLC compare to larger family offices?
Without disclosed AUM or team size, comparison is limited. The LLC structure and lack of public information suggest it is a smaller, privacy-focused operation, unlike large single-family offices with transparent portfolios.
What investment approach or strategy does the firm follow?
No specific investment strategy has been disclosed. As a typical RIA, it likely emphasizes diversified asset allocation, risk management, and long-term wealth preservation for its clients.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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