|
⚲
|
| Keyboard |
| Strategic Wealth Group Registered Investment Advisor LLC
✚
|
|
|---|---|
| CRD # | 284430 |
| SEC # | 801-108208 |
| CIK # | |
| AUM | 1,537.2 M (2026-06-11) |
| Employees | 23 (100% Investors, 83% Brokers) |
| Phone | 952-843-4944 |
| Address | 7820 Terrey Pine Ct, 200 Eden Prairie, MN 55347 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,347 | 460.5 |
| (b) Individuals (high net worth individuals) | 1,177 | 1,053.5 |
| (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 | 17 | 12.0 |
| (h) Charitable organizations | 7 | 8.2 |
| (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 | 9 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,600 | 1,537.2 |
| By Discretionary | ||
| Discretionary | 6,600 | 1,537.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,600 | 1,537.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,537.2 | |
| Total | 6,600 | 1,537.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 6 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tritonpoint Wealth LLC
✚
|
MD | 1,549.5 M |
|
Fiduciary Wealth Partners LLC
✚
|
MA | 1,544.4 M |
|
Activ8 Family Office LLC
✚
|
VA | 1,542.4 M |
|
Cutler Investment Counsel LLC
✚
|
OR | 1,541.7 M |
|
YCG LLC
✚
|
TX | 1,541.5 M |
|
Financial Symmetry Incorporated
✚
|
NC | 1,540.6 M |
|
SBK Financial Inc
✚
|
VA | 1,538.4 M |
|
Tulsa Wealth Advisors Inc
✚
|
OK | 1,536.1 M |
|
Kings Path Partners LLC
✚
|
TX | 1,528.7 M |
|
Triad Wealth Partners LLC
✚
|
KS | 1,526.6 M |