← Back to searchVisit website
STRATEGIC WEALTH CAPITAL
STRATEGIC WEALTH CAPITAL, LLC
CRD 326299 · SEC 801-127930
345 CALIFORNIA STREET, 6TH FLOOR, SAN FRANCISCO, CA, 94104, United States
Phone
415-780-7022
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$238.4M
Discretionary AUM
$238.4M
Team
5 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $78.6M |
| High net worth individuals | 14 | $153.9M |
| Corporations/business entities | 1 | $5.9M |
States served
CA, NY, OH, VA, TX
All web addresses on file
Official SEC filing: View on IAPD