Overview
Assets Under Management: $169 million
Headquarters: TOLEDO, OH
Frequently Asked Questions
STRUCTURED WEALTH MANAGEMENT, INC. 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 #146611), STRUCTURED WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
STRUCTURED WEALTH MANAGEMENT, INC. is headquartered in TOLEDO, OH.
According to their SEC Form ADV, STRUCTURED WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
STRUCTURED WEALTH MANAGEMENT, INC. manages $169 million in client assets according to their SEC filing dated June 18, 2025.
According to their SEC Form ADV, STRUCTURED WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Total Client Accounts: 340
Discretionary Accounts: 340
Regulatory Filings
CRD Number: 146611
Filing ID: 1998533
Last Filing Date: 2025-06-18 13:25:00
Website: https://www.structuredplan.com