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 scope emphasizes financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Swmg is not positioned as a capital allocator and does not identify as an active ESG investor. It does not operate as a multi-state adviser or pension consultant, and it is not reported as a related adviser. The firm lists an affiliation with an insurance company, which may influence product access or distribution for certain insurance-based solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2JOSHUA STRITTMATTER
CEO and Chief Investment OfficerCRD 4617567
STEWART LEAFBLAD
Chief Compliance OfficerCRD 2765315
Contacts
3 of 4David Thurber
Investment Advisor RepresentativeCRD 8055191
Kory Morawietz
Personal Wealth ManagerCRD 7132419
Brian Keller
VP, OperationsCRD 5619480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 101Active vs passive
$384M in ETFs
79%
$301M
15%
$82.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $65M | 99,556 | 16.94% |
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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