Overview
Assets Under Management: $758 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 145
Average Client Assets: $5 million
Frequently Asked Questions
STRATEGIC WEALTH MANAGEMENT GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125882), STRATEGIC WEALTH MANAGEMENT GROUP is subject to fiduciary duty under federal law.
STRATEGIC WEALTH MANAGEMENT GROUP is headquartered in NEW YORK, NY.
STRATEGIC WEALTH MANAGEMENT GROUP serves 145 high-net-worth clients according to their SEC filing dated November 10, 2025. View client details ↓
According to their SEC Form ADV, STRATEGIC WEALTH MANAGEMENT GROUP offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
STRATEGIC WEALTH MANAGEMENT GROUP manages $758 million in client assets according to their SEC filing dated November 10, 2025.
According to their SEC Form ADV, STRATEGIC WEALTH MANAGEMENT GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.47
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 850
Discretionary Accounts: 850
Regulatory Filings
CRD Number: 125882
Filing ID: 2026611
Last Filing Date: 2025-11-10 12:32:38
Website: 0