CME Strategic Wealth Management

Overview

CME Strategic Wealth Management is a sole-proprietorship independent RIA that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It also operates as an insurance broker and identifies itself as a capital allocator, implying it directs client capital to outside managers when appropriate. The firm charges a mix of fee types (percentage of AUM, hourly and fixed fees). It does not identify as an active ESG investor and is not registered as a multi‑state adviser. All advisory activity reported is primarily non‑fiduciary in the sense that the firm’s assets are noted as non‑discretionary on filings.

Assets & Accounts

Public Holdings

Investments & Alternatives