Strategic Wealth Management LLC

RIASEC Registered
Total AUM
$79.5M
Discretionary
$75.7M
95% of AUM
Avg account
$278K
Accounts
286
Employees
4
Advisory reps
4

Firm details

Headquarters
Natick, Massachusetts
CRD number
335792
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM
Client types
  • HNWI93.35%
  • Individuals6.65%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Strategic Wealth Management LLC is a privately owned advisory firm organized as an LLC that serves individual and family clients. The firm bills on a percentage-of-assets-under-management basis and provides portfolio management tailored to individuals and small businesses. It does not present itself as an active ESG investor, is not a multi‑state adviser, and does not classify itself as a capital allocator or pension consultant. The firm lists an affiliation with an insurance company and is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 5%, Other 4%, State & Local Bonds 1%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents5%
  • Other4%
  • State & Local Bonds1%

Contacts

3 of 4
  • William O'neill

    William O'neill

    Registered RepresentativeCRD 7396734

  • Sean Whalen

    Sean Whalen

    Managing Director, Wealth ManagerCRD 4000934

  • Dennis Chandler

    Dennis Chandler

    Financial ConsultantCRD 4818296

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Natick, MA

Middlesex

Location

Natick, MA

Headquartered in Natick, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
8 Pleasant St
Time zone
ET (UTC-5)
Office locations

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