Strategic Wealth Management LLC

RIAState 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
Website: www.strategic-wealth.com
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 held limited liability company that provides fee-based portfolio management primarily to individual and family clients. Ownership is individual rather than institutional. The firm charges a percentage-of-AUM advisory fee and focuses on day-to-day portfolio management for individuals and small businesses. It does not identify as an ESG investor, is not positioned as a capital allocator or pension consultant, and lists an insurance company among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities90%
Cash & Cash Equivalents5%
Other4%
State & Local Bonds1%

Contacts

3 of 4

Sean Whalen
Managing Director, Wealth ManagerCRD 4000934
Patrick Robertson
Registered RepresentativeCRD 2005392
William O'neill
Registered RepresentativeCRD 7396734

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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