Overview
Assets Under Management: $158 million
Headquarters: BEDFORD, TX
High-Net-Worth Clients: 64
Average Client Assets: $2.0 million
Frequently Asked Questions
STRATEGIC WEALTH MANAGEMENT, LLC 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 #171908), STRATEGIC WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
STRATEGIC WEALTH MANAGEMENT, LLC is headquartered in BEDFORD, TX.
STRATEGIC WEALTH MANAGEMENT, LLC serves 64 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, STRATEGIC WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
STRATEGIC WEALTH MANAGEMENT, LLC manages $158 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, STRATEGIC WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.70%
Average Client Assets: $2.0 million
Total Client Accounts: 353
Discretionary Accounts: 353
Regulatory Filings
CRD Number: 171908
Filing ID: 2066622
Last Filing Date: 2026-03-09 14:34:03