STRATEGIC WEALTH MANAGEMENT LLC

Overview

Strategic Wealth Management LLC is a small, fee-based advisory firm serving individual and family clients with a focus on portfolio management and the selection of outside advisers. The firm runs a predominantly non-discretionary model, managing client assets where clients retain final trading authority while the adviser provides allocation guidance and manager selection. Investment activity centers on exchange-traded equities and mutual funds, with an allocation sleeve dedicated to real estate through third-party managers. The firm does not report active ESG incorporation and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices