Strategic Wealth Management Solutions, LLC

Overview

Strategic Wealth Management Solutions, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional and business clients, delivering financial planning and portfolio management services for individuals, small businesses, and larger business or institutional accounts. Its fee model includes asset-based fees, hourly charges, and performance-based fees. The firm identifies as an active ESG investor and does not operate as a capital allocator. Advisory services focus on traditional planning and discretionary and non-discretionary portfolio management. The firm reports a suite of engagement types rather than product distribution or proprietary fund management, positioning itself as an adviser that sources third-party managers and pooled products for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices