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STRATEGIC WEALTH SOLUTIONS, LLC
CRD 327745
12130 MEREDITH DRIVE, SUITE 210W, URBANDALE, IA, 50322, United States
Phone
(515) 443-9567
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.3M
Discretionary AUM
$15.3M
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersSELECTION OF OTHER ADVISERS THROUGH THIRD PARTY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $14.1M |
| High net worth individuals | 1 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD