Strategic Wealth Management Inc
- Assets, Funds, Holdings
| Strategic Wealth Management Inc
|
| CRD # | 107180 |
| SEC # | 801-34623 |
| CIK # | 0001802365, 0001750403, 0001970175, 0000849854 |
| AUM |
|
| Employees |
6 (50% Investors, 0% Brokers)
|
| Phone | 425-250-7600 |
| Address | 105 Central Way
Kirkland, WA 98033-6162 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($MM)
|
|
|
| Sector |
Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
|
AAPL
|
2,382,844.0 |
24.2 |
|
AMZN
|
1,092,997.8 |
18.7 |
|
GLD
|
|
14.2 |
|
KO
|
269,985.6 |
11.0 |
|
CRM
|
170,602.7 |
8.8 |
|
JPM
|
340,169.2 |
8.5 |
|
MSFT
|
1,918,222.4 |
7.7 |
|
DIS
|
174,716.7 |
7.7 |
|
PG
|
338,108.9 |
7.2 |
|
V
|
419,260.5 |
6.8 |
|
View All
|
| Holdings by Sector ($MM) |
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
3
|
1.1 |
| (b) Individuals (high net worth individuals) |
7
|
12.1 |
| (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 |
1 |
9.6 |
| (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 |
4 |
599.9 |
| Total |
77 |
622.8 |
| By Discretionary |
| Discretionary |
76 |
535.6 |
| Non-Discretionary |
1 |
87.2 |
| Total |
77 |
622.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
622.8 |
| Total |
77 |
622.8 |
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