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| Strategic Wealth Management LLC
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| CRD # | 171908 |
| SEC # | 801-112757 |
| CIK # | 0001970175, 0001750403, 0001802365, 0000849854 |
| AUM | 157.8 M (2026-03-09) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Amazon Com Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Thermo Fisher Scientific Inc | 0.0 | ||
| Hubbell 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) | 110 | 29.4 |
| (b) Individuals (high net worth individuals) | 64 | 127.3 |
| (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 | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 353 | 157.8 |
| By Discretionary | ||
| Discretionary | 353 | 157.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 353 | 157.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.8 | |
| Total | 353 | 157.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000849854] | |
| 13F-HR | [0001750403] | |
| 13F-HR | [0001802365] | |
| D | [0001970175] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Eideard Group LLC
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NH | 158.1 M |
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RG Financial LLC
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Perspective Wealth Advisors LLC
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CO | 158.0 M |
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M2 Financial LLC
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CA | 158.0 M |
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Primary Wealth Management LLC
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NE | 158.0 M |
|
Hallett Investments LLC
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WA | 157.9 M |
|
Avocet Capital Management LLC
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IL | 157.8 M |
|
Waypoints Financial LLC
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FL | 157.7 M |
|
Outfitters Financial LLC
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ME | 157.7 M |
|
Georgia Wealth Partners LLC
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GA | 157.5 M |