STRUCTURED WEALTH MANAGEMENT, INC.

Overview

Structured Wealth Management, Inc. is an independent, individual-owned registered investment adviser that serves both individual/family and institutional clients. The firm provides fee-based services (a percentage-of-AUM model plus other fee arrangements) and combines traditional advisory work with complementary business lines: it operates as an insurance broker and maintains accounting capabilities. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Structured Wealth Management does not identify as an active ESG investor, does not act as a capital allocator, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices