|
⚲
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| Strategic Wealth Capital LLC
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|
|
|---|---|
| CRD # | 326299 |
| SEC # | 801-127930 |
| CIK # | |
| AUM | $238.4 M (2026-03-31) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 415-780-7022 |
| Address | 345 California Street, 6th Floor San Francisco, CA 94104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 78.6 |
| (b) Individuals (high net worth individuals) | 14 | 153.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 5.9 |
| (n) Other | 0 | 0.0 |
| Total | 370 | 238.4 |
| By Discretionary | ||
| Discretionary | 370 | 238.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 370 | 238.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.4 | |
| Total | 370 | 238.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Abundant Wealth Management LLC
✚
|
CT | 0.2 |
|
Treasure Coast Financial Planning Inc
✚
|
FL | 0.2 |
|
Rolek Wealth Management LLC
✚
|
PA | 0.2 |
|
Orcam Financial Group LLC
✚
|
0.2 | |
|
Elderado Financial Inc
✚
|
CO | 0.2 |
|
Nvest Wealth Strategies Inc
✚
|
OH | 0.2 |
|
Partnership Wealth Management LLC
✚
|
MD | 0.2 |
|
Legacy Planning Advisors LLC
✚
|
GA | 0.2 |
|
Delta Financial Advisors Inc
✚
|
MD | 0.2 |
|
Klein Pavlis & Peasley Financial Inc
✚
|
CA | 0.2 |