STRATEGIC WEALTH MANAGEMENT INC

STRATEGIC WEALTH MANAGEMENT INC is an SEC-registered investment adviser (CRD 109389). Regulatory assets under management: $41.4M.

Registration

• CRD: 109389
• SEC file number: 801-55725
• Type: Registered investment adviser
• Phone: 951-695-4937
• Latest filing: 2006-08-31
• Regulatory AUM: $41.4M
• Discretionary AUM: $39.5M
• Non-discretionary AUM: $1.9M
• Clients: 1
• Accounts: 186

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 109389 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search