Investment adviser · CRD 140745

STRATEGIC WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

BRIARCLIFF MANOR, NY, United States · Form ADV filed Jun 29, 2017

Regulatory AUM
$13.3M
Form ADV · Item 5.F
Client accounts
67
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

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: Jun 29, 2017. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

555 PLEASANTVILLE RD., N106
BRIARCLIFF MANOR, NY, 10510, United States

CRD 140745

Filing source

Form ADV 1124872 · Jun 29, 2017 · 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.