Currents Wealth Strategies LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Currents Wealth Strategies offers ongoing portfolio management and financial planning services to individuals, high-net-worth individuals, and charitable organizations, providing Investment Policy Statements and, where agreed, discretionary trading authority. The firm’s brochure indicates asset-based advisory fees are used for portfolio management and also discloses fixed-fee and hourly financial planning arrangements.
The firm describes an investment approach that combines fundamental analysis and modern portfolio theory with long-term trading and options strategies, including covered, uncovered, and spread option positions. Its materials emphasize the risks of derivatives and leveraged option strategies and document client risk tolerances and objectives in written Investment Policy Statements.
Compared with typical investment-manager peers, Currents Wealth Strategies is a very small, single-management practice that reported no assets under management as of December 2025 and highlights several less-common practices: the brochure discusses derivative use and the potential for leveraged losses (which can imply margin/borrowing in separately managed accounts) and it expressly offers hourly financial-planning fees. The firm also notes it does not participate in wrap-fee programs, does not select third‑party managers, and does not aggregate trades across multiple client accounts.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Annuities
Fee options
Fixed fees for financial planning services between $2,500 and $20,000
$0 - $250,000: 1.50% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $15,000,000: 0.55% $15,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.40% $50,000,001+: 0.30%
$300 per hour for financial planning services
Fee-only: Fixed fees between $2,500 and $20,000; Hourly fees $300/hour
Main office location
Currents Wealth Strategies LLC
Chandler AZ, United States
Number of offices
1
Most active in
Currents Wealth Strategies LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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