Wealth Rescue Strategies, Inc.

Wealth Rescue Strategies, Inc. (CRD# 146965) is a financial advisory firm headquartered in La Jolla, CA. They manage $29,158,975 in 48 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $607,479
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Wealth Rescue Strategies, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Chris L. Jones
CRD#: 260967
7825 Fay Avenue, Suite 200, La Jolla, CA 92038
96
Wealthminder
score

Chris Jones (CRD# 260967) is an Investment Advisor Representative working at Wealth Rescue Strategies, Inc. in La Jolla, CA and has over 20 years of experience in the finance industry.

2
Frank H. Windes
CRD#: 469750
7825 Fay Avenue, Suite 200, La Jolla, CA 92038
93
Wealthminder
score

Frank Windes (CRD# 469750) is an Investment Advisor Representative working at Wealth Rescue Strategies, Inc. in La Jolla, CA and has over 19 years of experience in the finance industry.

3
John F. Patzman
CRD#: 358125
7825 Fay Avenue, Suite 200, La Jolla, CA 92038
83
Wealthminder
score

John Patzman (CRD# 358125) is an Investment Advisor Representative working at Wealth Rescue Strategies, Inc. in La Jolla, CA and has over 26 years of experience in the finance industry.

4
Jennifer D. Rayner
CRD#: 3015257
7825 Fay Avenue, Suite 200, La Jolla, CA 92038
81
Wealthminder
score

Jennifer Rayner (CRD# 3015257) is an Investment Advisor Representative working at Wealth Rescue Strategies, Inc. in La Jolla, CA and has over 18 years of experience in the finance industry.

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