STRATEGIC WEALTH INVESTMENT GROUP, LLC

CRD 165474 · SEC 801-117642

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500 N. HURTSBOURNE PARKWAY, SUITE 120, LOUISVILLE, KY, 40222, United States

Phone

502-412-3354

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.38B

Discretionary AUM

$1.38B

Team

88 total employees; 41 advisory reps; 3 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

Type	Clients	AUM
Individuals	3614	$912.7M
High net worth individuals	286	$471.6M

States served

AL, AK, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, MO, WA, TX, NH, FL

All web addresses on file

https://www.youtube/strategicwealthdesigners
https://www.retirementplanninguniversity.com
https://instagram.com/strategicwealthdesigners
https://x.com/SWDWealth
https://open.spotify.com/show/0hnd2oFoeXWbJiKuhc3Onh?si=d88f14fa11714efe
HTTPS://FACEBOOK.COM/STRATEGICWEALTHDESIGNERS/
HTTPS://WWW.SWDGROUP.COM

Official SEC filing: View on IAPD