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FAMILY WEALTH STRATEGISTS, LLC

CRD 340841

Visit website

20101 SW BIRCH STREET, SUITE 210, NEWPORT BEACH, CA, 92660, United States

Phone

949-503-0097

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$0

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-05-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

All web addresses on file

Official SEC filing: View on IAPD