Overview
Assets Under Management: $240 million
Headquarters: HOOVER, AL
High-Net-Worth Clients: 1
Average Client Assets: $20 million
Frequently Asked Questions
STRAUSS WEALTH ADVISING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310512), STRAUSS WEALTH ADVISING, INC. is subject to fiduciary duty under federal law.
STRAUSS WEALTH ADVISING, INC. is headquartered in HOOVER, AL.
STRAUSS WEALTH ADVISING, INC. serves 1 high-net-worth clients according to their SEC filing dated March 16, 2025. View client details ↓
According to their SEC Form ADV, STRAUSS WEALTH ADVISING, INC. offers financial planning and portfolio management for individuals. View all service details ↓
STRAUSS WEALTH ADVISING, INC. manages $240 million in client assets according to their SEC filing dated March 16, 2025.
According to their SEC Form ADV, STRAUSS WEALTH ADVISING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.33
Average High-Net-Worth Client Assets: $20 million
Total Client Accounts: 250
Discretionary Accounts: 250
Regulatory Filings
CRD Number: 310512
Filing ID: 1943332
Last Filing Date: 2025-03-16 15:06:00
Website: https://straussfinancial.com