# STRATEGIC WEALTH MANAGEMENT INC

STRATEGIC WEALTH MANAGEMENT INC of KIRKLAND, WA is an SEC-registered investment adviser.

## Registration

- CRD: 107180
- Type: SEC-registered investment adviser
- SEC file number: 801-34623
- Location: 105 CENTRAL WAY, SUITE 206, KIRKLAND, WA, 98033-6162
- Phone: 425-250-7600
- Latest filing: 2021-08-24
- Regulatory AUM: $622.8M
- Discretionary AUM: $535.6M
- Non-discretionary AUM: $87.2M
- Clients: 6
- Accounts: 77

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| SIZEMORE PATRICK LEE | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| SHEFFIELD SCOTT ALLEN | COO; EVP; SENIOR CONSULTANT | — |
| SIZEMORE JAMES MICHAEL | CFO | — |
| MINNEMAN TIMOTHY ALAN | COO, CCO; DIRECTOR OF OPERATIONS | — |
| SIZEMORE JAMES | CFO | — |
| MINNEMAN TIMOTHY | CCO; COO, CCO; DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107180/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107180/similar
- Related entities: https://search.stillhousedata.com/firm/107180/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107180

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.