STRATEGIC WEALTH MANAGEMENT, LLC

Overview

Strategic Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2018 and is owned by an individual. The firm serves both individual & family and institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses and larger business or institutional accounts. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Investment positioning emphasizes pooled public funds as the core building blocks of client portfolios, supplemented by private real-estate allocations through third-party managers. The firm is not positioned as an ESG investor, operates under a single-state registration profile, and maintains an affiliation with an insurance company—indicating the likely availability of insurance-based planning and product solutions alongside its investment management work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices