STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC

STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 150728). Regulatory assets under management: $32.3M.

Registration

• CRD: 150728
• Type: Registered investment adviser
• Phone: 252-922-0682; 757-226-0010
• Latest filing: 2026-07-30
• Regulatory AUM: $32.3M
• Discretionary AUM: $18.0M
• Non-discretionary AUM: $14.3M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150728 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search