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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Wealth Group Registered Investment Advisor LLC
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| CRD # | 284430 |
| SEC # | 801-108208 |
| CIK # | |
| AUM | $1.0 B (2025-06-16) |
| Employees | 23 (100% Investors, 83% Brokers) |
| Phone | 952-843-4944 |
| Address | 7820 Terrey Pine Ct, 200 Eden Prairie, MN 55347 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,901 | 322.4 |
| (b) Individuals (high net worth individuals) | 861 | 684.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 10.0 |
| (h) Charitable organizations | 21 | 8.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,029 | 1,029.3 |
| By Discretionary | ||
| Discretionary | 5,029 | 1,029.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,029 | 1,029.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,029.3 | |
| Total | 5,029 | 1,029.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
1834 Investment Advisors Co
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|
WI | 1.0 |
|
Inspire Advisors LLC
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|
ID | 1.0 |
|
Triasima Portfolio Management Inc
✚
|
1.0 | |
|
The de Burlo Group Inc
✚
|
MA | 1.0 |
|
Topsail Wealth Management LLC
✚
|
NC | 1.0 |
|
Greystone Financial Group LLC
✚
|
MI | 1.0 |
|
Cohalo Advisory LLC
✚
|
WA | 1.0 |
|
Towneley Capital Management Inc
✚
|
CA | 1.0 |
|
Catalyst Financial Partners LLC
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|
MA | 1.0 |
|
O'Hagan Group Inc
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|
PA | 1.0 |