SUCCESSFUL WEALTH STRATEGIES, LLC

Overview

Successful Wealth Strategies, LLC is an independent registered investment adviser organized as a limited liability company that focuses on serving individual and family clients. The firm acts as a capital allocator for client portfolios and combines financial planning with portfolio management, educational seminars, selection of other advisers, and pension-related advisory services. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements, which allows the firm to work with a range of household wealth levels and planning needs. Investment posture at the firm skews toward equities: exchange‑traded equities represent the single largest asset class under management. The firm uses both proprietary portfolio management—primarily discretionary—and access to third‑party managers where appropriate. Successful Wealth Strategies is not positioned as an ESG-focused manager and operates with a geographic focus consistent with a single‑state adviser, supporting a mostly regional client base rather than a national footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices