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STRATEGIC WEALTH MANAGEMENT, LLC
CRD 171908 · SEC 801-112757
2812 BEDFORD ROAD, SUITE 200, BEDFORD, TX, 76021, United States
Phone
(817) 391-1090
Fax
(817) 391-1091
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.8M
Discretionary AUM
$157.8M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $29.4M |
| High net worth individuals | 64 | $127.3M |
| Corporations/business entities | 2 | $1.0M |
States served
LA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD