# STRATEGIC WEALTH MANAGEMENT GROUP, LLC

STRATEGIC WEALTH MANAGEMENT GROUP, LLC of FULTON, MD is an SEC-registered investment adviser.

## Registration

- CRD: 113678
- Type: SEC-registered investment adviser
- SEC file number: 801-61179
- Location: 8170 MAPLE LAWN BLVD., SUITE 100, FULTON, MD, 20759
- Phone: 410-988-9494
- Latest filing: 2021-01-19
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $381.4M
- Clients: 22
- Accounts: 3,700

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| POWERS PATRICK DAVID | CHIEF FINANCIAL OFFICER | — |
| DESJARDINS STEPHEN PAUL | MEMBER | — |
| SONTAG HOWARD VAUGHN | CHAIRMAN & SR. MANAGING DIRECTOR | — |
| GRIESSER JAMES MARK | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | — |
| EDDY SHAUN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER (MARCH 2016) (+2 more) | — |
| EICHELBERGER JAMES KURZ | MEMBER | — |
| EDDY PATRICIA V | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| MORIARTY MICHAEL JOSEPH | CHIEF INVESTMENT OFFICER | — |
| LACROIX JENNINE RAMSEY | MEMBER | — |
| LAMENA MICHAEL ANTHONY | CHIEF EXECUTIVE OFFICER | — |
| SONTAG ERIC MATTHEW | PRESIDENT & CHIEF OPERATIONS OFFICER | — |
| DEL VALLE CISCO J | CHIEF COMPLIANCE OFFICER | — |
| STASTNEY HOYT RONALD | CHIEF LEGAL OFFICER | — |
| GARRISON JOSEPH PATRICK | MEMBER | — |
| MAGAHA KIMBERLY SARAH | MEMBER | — |
| ACHTERHOF PATRICIA BROWN | MEMBER | — |
| CAMPBELL AMANDA NICOLE | MEMBER | — |
| DECARLO JAMES EDWIN | CHIEF STRATEGIC GROWTH OFFICER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113678/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113678/similar
- Related entities: https://search.stillhousedata.com/firm/113678/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113678

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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.