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| Keyboard |
| Successful Money Strategies Inc
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|---|---|
| CRD # | 109829 |
| SEC # | 801-43656 |
| CIK # | |
| AUM | 227.1 M (2026-03-10) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 508-730-2300 |
| Address | 10 North Main Street Fall River, MA 02720 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 89.2 |
| (b) Individuals (high net worth individuals) | 72 | 137.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 791 | 227.1 |
| By Discretionary | ||
| Discretionary | 791 | 227.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 791 | 227.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.1 | |
| Total | 791 | 227.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lansdowne Wealth Management LLC
✚
|
CT | 227.7 M |
|
The Wealthgarden FS LLC
✚
|
CA | 227.6 M |
|
Review Services Inc
✚
|
WI | 227.4 M |
|
RMSincerbeaux Capital Management LLC
✚
|
NY | 227.1 M |
|
Retirement Wealth Solutions LLC
✚
|
WI | 227.0 M |
|
Arrien Investments Inc
✚
|
ID | 226.6 M |
|
Mentor Capital Management Inc
✚
|
IL | 226.4 M |
|
Valpey Financial Services LLC
✚
|
NH | 226.0 M |
|
Polaris Financial Partners LLC
✚
|
OH | 226.0 M |
|
Bullseye Investment Management LLC
✚
|
OH | 226.0 M |