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STRATEGIC WEALTH GROUP

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

CRD 284430 · SEC 801-108208

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7820 TERREY PINE CT, #200, EDEN PRAIRIE, MN, 55347, United States

Phone

952-843-4944

Fax

952-666-5117

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.54B

Discretionary AUM

$1.54B

Team

23 total employees; 23 advisory reps; 6 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-06-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals2347$460.5M
High net worth individuals1177$1.05B
Pension/profit sharing plans17$12.0M
Charitable organizations7$8.2M
Corporations/business entities9$3.1M

States served

AZ, AR, CA, CO, GA, IL, IA, LA, MI, MN, MT, NE, NY, NC, ND, PA, SC, WI, MO, WA, TX, NH, FL, SD

All web addresses on file

Official SEC filing: View on IAPD