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WALL STREET FINANCIAL GROUP, INC.

CARLINVILLE, IL · CRD 289051 · IAPD ↗ · 800-303-9255

$187.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2026 — WALL STREET FINANCIAL GROUP, INC. reported RAUM up 41% ($133.1M -> $187.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2024 — WALL STREET FINANCIAL GROUP, INC. (CARLINVILLE, IL) is newly SEC-registered with $115.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.