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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Wealth Management LLC
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|---|---|
| CRD # | 171908 |
| SEC # | 801-112757 |
| CIK # | 0000849854, 0001802365, 0001750403, 0001970175 |
| AUM | $130.5 M (2025-03-20) |
| Employees | 5 (40% Investors, 60% Brokers) |
| Phone | 817-391-1090 |
| Address | 2812 Bedford Road Bedford, TX 76021 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Uber Technologies Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 22.0 |
| (b) Individuals (high net worth individuals) | 71 | 108.3 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 352 | 130.5 |
| By Discretionary | ||
| Discretionary | 352 | 130.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 352 | 130.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.5 | |
| Total | 352 | 130.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000849854] | |
| 13F-HR | [0001750403] | |
| 13F-HR | [0001802365] | |
| D | [0001970175] |
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