Strategic Wealth Management LLC

Overview

Strategic Wealth Management LLC is organized as a limited liability company that provides advisory services focused on individual and small-business clients. Its stated activities center on financial planning and discretionary portfolio management for those client segments, and the firm also runs educational seminars and workshops as part of its client-facing offerings. The firm charges either a percentage of assets under management or fixed fees depending on the engagement, indicating flexibility in how it structures client relationships. Strategic Wealth Management identifies as neither a capital allocator nor a pension consultant, and it does not report being a related adviser to another registered entity. Regulatory and operational details in the available snapshot are limited: the firm’s SEC registration year is not provided, its classification is listed as unclassified, and it is not flagged as an active ESG investor or a multi-state adviser.