# STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC

STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 150728
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150728/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150728/similar
- Related entities: https://search.stillhousedata.com/firm/150728/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150728

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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.