Unclaimed Profile

Glen David Strauss

SLK PRIVATE WEALTH, LLC·LOS ANGELES, California

SIE, Series 3, Series 5, Series 7, Series 63, Series 6525 years registeredSLK PRIVATE WEALTH, LLC

10877 WILSHIRE BOULEVARD, LOS ANGELES, CA 90024CRD# 1230745Firm CRD# 333932

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Glen David Strauss · LOS ANGELES, CA

Registration

CRD #1230745 · SLK PRIVATE WEALTH, LLC · 25 years registered

Brand Profile

Not yet started

Career History

EVOLVE PRIVATE WEALTH, LLC

Jan 2025 – present

SANCTUARY ADVISORS, LLC

Sep 2022 – Apr 2025

LOS ANGELES, CA

WELLS FARGO CLEARING SERVICES, LLC

Sep 2000 – Sep 2022

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · September 18, 2000

Years registered · 25

Disclosure History

2009Customer Dispute·Award / Judgment

1993Customer Dispute·Award / Judgment

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SLK PRIVATE WEALTH MANAGEMENT, LLC

CRD 333932 · SEC 801-131749

Employees

Total firm employees

Services offered by SLK PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SLK PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Glen David Strauss offer?

Glen David Strauss specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Glen David Strauss's credentials?

Glen David Strauss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Glen David Strauss located?

Glen David Strauss is based in LOS ANGELES, California, working with SLK PRIVATE WEALTH, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Glen David Strauss charge for services?

Glen David Strauss's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SLK PRIVATE WEALTH, LLC?

SLK PRIVATE WEALTH, LLC has approximately 16 employees. The firm is registered with the SEC as an investment adviser.

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