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| Keyboard |
| Structured Wealth Management Inc
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|
|---|---|
| CRD # | 146611 |
| SEC # | 801-133861 |
| CIK # | |
| AUM | 226.9 M (2026-02-27) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 419-517-1227 |
| Address | 2778 Centennial Road Toledo, OH 43617 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 523 | 226.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 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 | 4 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 527 | 226.9 |
| By Discretionary | ||
| Discretionary | 527 | 226.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 527 | 226.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.9 | |
| Total | 527 | 226.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Partnership Wealth Management LLC
✚
|
MD | 234.9 M |
|
Legacy Planning Advisors LLC
✚
|
GA | 234.0 M |
|
Delta Financial Advisors Inc
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|
MD | 234.0 M |
|
Klein Pavlis & Peasley Financial Inc
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CA | 232.7 M |
|
Concorde Financial Resources I Inc
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|
SC | 231.0 M |
|
Chronim Investments Inc
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|
TX | 228.1 M |
|
Dumaine Investments LLC
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|
LA | 227.0 M |
|
Wealth Teams Alliance Inc
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|
CA | 223.9 M |
|
McCartney Wealth Management LLC
✚
|
MO | 220.7 M |
|
E-Wealth Partners LLC
✚
|
MN | 218.7 M |