Investment adviser · CRD 113678

STRATWEALTH

Investment adviser filing (IA)

STRATEGIC WEALTH MANAGEMENT GROUP, LLC

FULTON, MD, United States · Form ADV filed Jan 19, 2021

Regulatory AUM
$1.77B
Form ADV · Item 5.F
Client accounts
3,700
Accounts, not individual clients
Employees
22
Reported in this filing
Advisory professionals
15
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals428$1,144,210,28564.6%
Retirement plans70$316,015,13117.8%
Individuals705$309,176,87617.4%
Corporations & businesses5$2,664,1960.2%
Filing source

Form ADV 1483018 · Jan 19, 2021 · 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 funds

The 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: Jan 19, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

8170 MAPLE LAWN BLVD., SUITE 100
FULTON, MD, 20759, United States

CRD 113678

Filing source

Form ADV 1483018 · Jan 19, 2021 · 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.