# Allstreet Wealth

> Allstreet Wealth is a state-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 309689
- Filed as: ALLSTREET WEALTH
- Legal name: Allstreet Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309689
- AdvisorCensus page: https://advisorcensus.com/firm/allstreet-wealth-309689

## Quick answers

**How is Allstreet Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Allstreet Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Allstreet Wealth registered with the SEC or a state?**
Allstreet Wealth is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 309689.

**How much does Allstreet Wealth manage?**
Allstreet Wealth reports $134,263,494 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**What types of clients does Allstreet Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (99); individuals (other than high net worth individuals) (44).

**Does Allstreet Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309689

**What changed in Allstreet Wealth's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $65,145,340 to $134,263,494 (+106%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $134,263,494
- Discretionary: $134,263,494
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $11,315,181 |
| High net worth individuals | 99 | $122,948,313 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, IN, MA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- allstreetwealth.com
- Facebook @allstreetwealth
- Instagram @allstwealth
- LinkedIn @allstreetwealth
- X @allstwealth
- YouTube @UCeq_BnfGLnnrFR3JMJQwqBQ

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $65,145,340 to $134,263,494 (+106%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allstreet Wealth (CRD 309689): Form ADV filing data as of October 2026.