CRD: 286563
Successful Wealth Strategies, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-13-2017
- Office Locations
- 2
Office Locations
About Successful Wealth Strategies, LLC
Successful Wealth Strategies, LLC is a Connecticut-based RIA blending financial planning with money-mindset coaching to help individuals and business owners build a healthier relationship with money. The firm focuses on portfolio construction and risk-managed asset allocation, with ETF- and fixed-income–heavy portfolios and planning support across tax, estate, insurance, college, and charitable goals.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CORRIN GIBBS BURKE
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #4165505
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID ROBERT GIBBS
Advisor
- CRD
- #1375737
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,350,764 | -- |
| Non-Discretionary | $249,094 | -- |
| Total | $50,599,858 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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