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STRATEGIC WEALTH MANAGEMENT LLC
CRD 140745 · SEC 801-66859
555 PLEASANTVILLE RD, S109, BRIARCLIFF MANOR, NY, 10510, United States
Phone
646-220-3327
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.5M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
Yes
Services
Portfolio management (individuals)Selection of other advisersACTIVE INVESTMENT MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $5.9M |
Official SEC filing: View on IAPD