STRATEGIC WEALTH INVESTMENTS, LLC
Firm details
- Headquarters
- KNOXVILLE, Tennessee
- CRD number
- 299392
- Website
- strategicwealthplans.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Strategic Wealth Investments, LLC is a small, independent wealth advisory firm organized as an LLC and owned by an individual. Its client base is individuals and families; the firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Fee arrangements include a percentage-of-AUM structure alongside hourly charges. The adviser is not positioned as a multi-state or pension consultant, does not identify as an active ESG investor, and has an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Non-Exchange Traded Equities3%
Contacts
1 of 1PATRICK CARMICHAEL
President and FounderCRD 6190928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KNOXVILLE, TN
KNOX
Location
KNOXVILLE, TN
Headquartered in KNOXVILLE, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- KNOX
- Address
- 338 Ebenezer Rd
- Time zone
- CT (UTC-6)
- Office locations
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