STRUCTURED WEALTH MANAGEMENT, INC.

STRUCTURED WEALTH MANAGEMENT, INC. of TOLEDO, OH is an SEC-registered investment adviser (CRD 146611). Regulatory assets under management: $226.9M.

Registration

• CRD: 146611
• SEC file number: 801-133861
• Type: Registered investment adviser
• Location: 2778 CENTENNIAL ROAD, STE A, TOLEDO, OH, 43617
• Phone: 419-517-1227
• Latest filing: 2026-02-27
• Regulatory AUM: $226.9M
• Discretionary AUM: $226.9M
• Clients: 4
• Accounts: 527

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146611 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search