As a Registered Investment Adviser, Wealth Strategist Partners, LLC must file certain documents annually with the Securities and Exchange Commission.
SEC Form ADV, Part 1
A “check the box” format, containing basic information about WSP, LLC, including assets under management, our client types, and the types of services WSP provides.
SEC Form ADV, Part 2A (Brochure)
A narrative format, containing more detailed information about WSP, LLC, including assets under management, our mix of business, our fees, and our business practices.
SEC Form ADV, Part 2B (Brochure)
A short document, containing profiles of our senior investment professionals, Stuart Lucas and Melissa Friedman Lucas.
Registration as an Investment Adviser with the SEC does not imply a certain level of skill or training.