Investment adviser · CRD 284430
STRATEGIC WEALTH GROUP
Investment adviser filing (IA)
STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC
EDEN PRAIRIE, MN, United States · Form ADV filed Jun 11, 2026
- Regulatory AUM
- $1.54B Form ADV · Item 5.F
- Client accounts
- 6,600 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 23 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,177 | $1,053,492,270 | 68.5% |
| Individuals | 2,347 | $460,505,939 | 30.0% |
| Retirement plans | 17 | $11,960,843 | 0.8% |
| Charities | 7 | $8,228,019 | 0.5% |
| Corporations & businesses | 9 | $3,051,327 | 0.2% |
Filing source
Form ADV 2112831 · Jun 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7820 TERREY PINE CT, #200EDEN PRAIRIE, MN, 55347, United States
CRD 284430
Filing source
Form ADV 2112831 · Jun 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.