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STRUCTURED WEALTH MANAGEMENT, INC.
CRD 146611 · SEC 801-133861
2778 CENTENNIAL ROAD, STE A, TOLEDO, OH, 43617, United States
Phone
419-517-1227
Fax
419-754-2267
Registration
— (—)
Source
State registered
Total AUM
$226.9M
Discretionary AUM
$226.9M
Team
4 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; PLAN FEE
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 523 | $226.3M |
| Corporations/business entities | 4 | $542K |
All web addresses on file
Official SEC filing: View on IAPD