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STRATEGIC WEALTH MANAGEMENT LLC
CRD 335792
8 PLEASANT ST, 2B, SOUTH NATICK, MA, 01760, United States
Phone
508-975-3700
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$79.5M
Discretionary AUM
$75.7M
Team
4 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $5.3M |
| High net worth individuals | 134 | $74.2M |
All web addresses on file
Official SEC filing: View on IAPD