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Home > Retirement Planners > texas > bedford > STRATEGIC WEALTH MANAGEMENT, LLC
STRATEGIC WEALTH MANAGEMENT, LLC
2812 Bedford Road
Suite 200
Bedford, Texas 76021
Tel: (817) 391-1090
About STRATEGIC WEALTH MANAGEMENT, LLC
STRATEGIC WEALTH MANAGEMENT, LLC, formally registered with the SEC as STRATEGIC WEALTH MANAGEMENT, LLC. The firm was established in 04/02/2018. They have over 1 offices throughout the country.
STRATEGIC WEALTH MANAGEMENT, LLC is a Bedford, Texas based Financial Planning firm with nearly $117,839,908 assets under management, offering retirement planning & investment advisory services to 338 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171908 |
| SEC# | 801-112757 |
| Assets Managed by Firm | $117,839,908 |
| No. of Clients | 338 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 338 | $117,839,908 |
| Individuals (other than high net worth individuals) | 101 | $18,581,496 |
| High net worth individuals | 64 | $99,128,635 |
| Corporations or other businesses | 1 | $129,777 |
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
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| $118,041,119,970 | 827 | 319 |
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