Swmg, LLC
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 166688
- Registered since
- July 3, 2019
- Website
- strittmatterwealth.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.76%
- Individuals23.24%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Swmg, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Swmg charges fees by percentage of assets under management and also uses hourly and fixed-fee arrangements. Swmg does not present itself as a capital allocator and is not identified as an active ESG investor. The firm has an industry affiliation with an insurance company and does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- US Government Bonds18%
- Public Funds/Mutual Funds4%
Owners & executives
2 of 2
Joshua Strittmatter
CEO and Chief Investment OfficerCRD 4617567
Stewart Leafblad
Chief Compliance OfficerCRD 2765315
Contacts
3 of 4
Kelly Buchfink
Branch ManagerCRD 4396448
Christopher Coates
Wealth Management AdvisorCRD 6281200
Brian Keller
VP, OperationsCRD 5619480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 207Active vs passive
$967M in ETFs
77%
$744M
15%
$223M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $114M | 151,003 | 11.79% |
Location
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 3343 Locke Ave
- Time zone
- CT (UTC-6)
- Office locations
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