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STRATEGIC WEALTH MANAGEMENT, LLC
CRD 150765
365 NE GREENWOOD AVE, SUITE #4, BEND, OR, 97701, United States
Phone
541-385-6263
Fax
541-323-3640
Registration
— (—)
Source
State registered
Total AUM
$18.6M
Discretionary AUM
$18.6M
Team
1 total employees; 1 advisory reps; 33 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2025-09-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersBUSINESS CONSULTING AND FINANCIAL ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.4M |
| High net worth individuals | 12 | $10.5M |
| Pension/profit sharing plans | 8 | $5.7M |
All web addresses on file
Official SEC filing: View on IAPD