# Financial Strategies Wealth Management LLC

> Financial Strategies Wealth Management LLC is a state-registered investment advisory firm in Montrose, AL, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.

- CRD: 170530
- Filed as: FINANCIAL STRATEGIES WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Montrose, AL
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170530
- AdvisorCensus page: https://advisorcensus.com/firm/financial-strategies-wealth-management-llc-montrose-al-170530

## Quick answers

**How is Financial Strategies Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Strategies Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Financial Strategies Wealth Management LLC located?**
Financial Strategies Wealth Management LLC's principal office is in Montrose, AL, according to its Form ADV.

**Is Financial Strategies Wealth Management LLC registered with the SEC or a state?**
Financial Strategies Wealth Management LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170530.

**How much does Financial Strategies Wealth Management LLC manage?**
Financial Strategies Wealth Management LLC reports $23,709,475 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (100% discretionary).

**What types of clients does Financial Strategies Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (37).

**Does Financial Strategies Wealth Management LLC 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/170530

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $23,709,475
- Discretionary: $23,709,475
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $12,117,475 |
| High net worth individuals | Fewer than 5 | $10,610,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $982,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, MS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Strategies Wealth Management LLC (CRD 170530): Form ADV filing data as of October 2026.