RIA Intel›Advisers›Alabama›FINANCIAL STRATEGIES WEALTH MANAGEMENT LLC

FINANCIAL STRATEGIES WEALTH MANAGEMENT LLC

Advisory

AL

Data as of Jul 2, 2026 · Source: SEC Form ADV

Average account

$402K

across 59 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 2, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, MS

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

AJA FINANCIAL LLC

$24M

CANTERBURY INVESTMENT ADVISORS LLC

MOUNTAIN BROOK, AL

$24M

WEALTH MANAGEMENT CONSULTANTS, L.L.C.

$23M

GANTT FINANCIAL ADVISORS, LLC

$23M

LIBERTY 1018, LLC

$23M

OLD OAK ADVISORS, LLC

VESTAVIA HILLS, AL

$25M

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