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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Wealth Capital LLC
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|---|---|
| CRD # | 326299 |
| SEC # | 801-127930 |
| CIK # | |
| AUM | $206.5 M (2025-03-27) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 415-780-7022 |
| Address | 345 California Street, 6th Floor San Francisco, CA 94104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 5.0 |
| (b) Individuals (high net worth individuals) | 36 | 199.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 303 | 206.5 |
| By Discretionary | ||
| Discretionary | 303 | 206.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 303 | 206.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.5 | |
| Total | 303 | 206.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Powerhouse Assets LLC
✚
|
0.2 | |
|
Plum Pointe Wealth Management LLC
✚
|
RI | 0.2 |
|
Transcend Advisor Group LLC
✚
|
WI | 0.2 |
|
Cladis Investment Advisory LLC
✚
|
MT | 0.2 |
|
We Alliance Wealth Advisors Inc
✚
|
CA | 0.2 |
|
Springvest Wealth Management LLC
✚
|
TX | 0.2 |
|
SLT Holdings LLC
✚
|
AZ | 0.2 |
|
Shelter Rock Management LLC
✚
|
NY | 0.2 |
|
Jones Kertz & Associates Inc
✚
|
MN | 0.2 |
|
Chesapeake Investment Management LLC
✚
|
VA | 0.2 |