STRATEGIC WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$18.6M

Discretionary

$18.6M

100% of AUM

Avg account

$373K

Accounts

Employees

Advisory reps

Firm details

Headquarters: BEND, Oregon
CRD number: 150765
Website: www.strategicwealthmanagement.llc
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI56.31%
Pension & Profit Sharing Plans30.62%
Individuals13.08%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Strategic Wealth Management, LLC is an independent registered investment advisor that provides a range of financial services to both individual and institutional clients. The firm operates as a corporation and is classified as a capital allocator. Its primary activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Additionally, the firm is involved in the selection of other advisers and acts as a registered representative of a broker-dealer and an insurance broker. While Strategic Wealth Management does not actively engage in ESG investing, it has a diverse client base that includes both individuals and families as well as institutional clients.