|
⚲
|
| Strategic Portfolio Solutions LLC
✚
|
|
|---|---|
| CRD # | 156374 |
| SEC # | 801-131029 |
| CIK # | |
| AUM | $136.2 M (2026-03-06) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 214-446-4910 |
| Address | 17304 Preston Road Dallas, TX 75252 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 30.6 |
| (b) Individuals (high net worth individuals) | 55 | 105.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 393 | 136.2 |
| By Discretionary | ||
| Discretionary | 387 | 131.8 |
| Non-Discretionary | 6 | 4.4 |
| Total | 393 | 136.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.2 | |
| Total | 393 | 136.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Norton Capital Management Inc
✚
|
VA | 0.1 |
|
Vanweelden Wealth Management LLC
✚
|
OH | 0.1 |
|
Bridgelight Capital LLC
✚
|
AZ | 0.1 |
|
MFT Wealth Management Inc
✚
|
0.1 | |
|
Waypoint Strategic Advisors LLC
✚
|
SC | 0.1 |
|
Fithian LLC
✚
|
NY | 0.1 |
|
Capitol Family Office Inc
✚
|
OR | 0.1 |
|
Landmark Wealth Advisors LLC
✚
|
UT | 0.1 |
|
1N Capital LLC
✚
|
0.1 | |
|
FR Financial Advisors LLC
✚
|
FL | 0.1 |