# Successful Wealth Strategies, LLC

Successful Wealth Strategies, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://successfulwealthstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/successful-wealth-strategies

## Regulatory record

- **CRD number:** 286563
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286563

## About

SUCCESSFUL WEALTH STRATEGIES, LLC is a state-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.

## Related profiles

- [ADP Strategic Plan Services, LLC](https://altss.com/profile/adp-strategic-plan-services-llc)
- [Wentsel Wealth Management](https://altss.com/profile/wentsel-wealth-management-llc)

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Last updated: 2026-07-06T01:24:26.246Z

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