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STRATEGIC WEALTH INVESTMENTS, LLC
CRD 299392
338 EBENZER ROAD, KNOXVILLE, TN, 37923, United States
Phone
865-770-4151
Fax
865-437-5300
Registration
— (—)
Source
State registered
Total AUM
$7.2M
Discretionary AUM
$7.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $7.2M |
All web addresses on file
Official SEC filing: View on IAPD