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SYSTEMATIC WEALTH MANAGEMENT, INC.

CRD 326687

Visit website

817 COLORADO AVENUE, SUITE 303, GLENWOOD SPRINGS, CO, 81601, United States

Phone

970-832-0529

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$3.4M

Discretionary AUM

$3.4M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

All web addresses on file

Official SEC filing: View on IAPD