Wealth Strategist Partners LLC

Wealth Strategist Partners, LLC, a Delaware-based limited liability company, employs a team of seven professionals, with six serving in advisory roles. The firm serves a small but exclusive clientele group of three individuals. Its SEC status is currently listed as approved, with registration dating back to February 26, 2018.

• RODNEY LOUIS GOLDSTEIN

  CO-MANAGING PARTNER, MANAGING MEMBER owns more than 25% but less than 50%

• STUART E. LUCAS 1991 TRUST

  MEMBER owns more than 25% but less than 50%

• STUART EMIG LUCAS

  CO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER, MANAGING MEMBER owns more than 25% but less than 50%

• SUSAN KOENIGSBERG LUCAS

  CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MANAGING MEMBER owns more than 10% but less than 25%

• SUSAN KOENIGSBERG LUCAS 2001 TRUST

  MEMBER owns more than 10% but less than 25%

• STUART EMIG LUCAS

  TRUSTEE

• SUSAN KOENIGSBERG LUCAS

  TRUSTEE

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