Overview
Assets Under Management: $1.2 billion
Headquarters: COLUMBIA, MD
High-Net-Worth Clients: 307
Average Client Assets: $1.4 million
Frequently Asked Questions
STRATWEALTH 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 #113678), STRATWEALTH is subject to fiduciary duty under federal law.
STRATWEALTH is headquartered in COLUMBIA, MD.
STRATWEALTH serves 307 high-net-worth clients according to their SEC filing dated August 29, 2018. View client details ↓
According to their SEC Form ADV, STRATWEALTH offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
STRATWEALTH manages $1.2 billion in client assets according to their SEC filing dated August 29, 2018.
According to their SEC Form ADV, STRATWEALTH serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 307
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.00%
Average Client Assets: $1.4 million
Total Client Accounts: 2,938
Discretionary Accounts: 2,835
Non-Discretionary Accounts: 103
Regulatory Filings
CRD Number: 113678
Filing ID: 1238119
Last Filing Date: 2018-08-29 16:03:00