RIA Intel›Advisers›Connecticut›SUCCESSFUL WEALTH STRATEGIES, LLC

SUCCESSFUL WEALTH STRATEGIES, LLC

Advisory

CT

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CT
#993
of 1,312 advisers by AUM
Average account
$271K
across 187 accounts
AUM per adviser
$25M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$51M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$51M
Discretionary AUM$50M
Non-Discretionary AUM$249K
Discretionary %99.5%
Total Clients187
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT, FL, MA, PA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

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

PANARELLA WEALTH MANAGEMENT LLC
HARTFORD, CT
$51M
FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT LLC
WEST HARTFORD, CT
$51M
AIG TRADING MANAGEMENT COMPANY INC.
WILTON, CT
$50M
+11.6% 1Y
GRANITE PEAK ASSET MANAGEMENT, LLC
EASTON, CT
$51M
+5.2% 1Y
MAYMIN CAPITAL MANAGEMENT LLC
GREENWICH, CT
$50M
MAPLE STONE CAPITAL ADVISORS, LLC
STAMFORD, CT
$50M

Get the full picture on SUCCESSFUL WEALTH STRATEGIES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SUCCESSFUL WEALTH STRATEGIES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans