STRATEGIC WEALTH MANAGEMENT, LLC

STRATEGIC WEALTH MANAGEMENT, LLC of BEND, OR is an SEC-registered investment adviser (CRD 150765). Regulatory assets under management: $18.6M.

Registration

• CRD: 150765
• Type: Registered investment adviser
• Location: 365 NE GREENWOOD AVE, BEND, OR, 97701
• Phone: 541-385-6263
• Latest filing: 2025-09-15
• Regulatory AUM: $18.6M
• Discretionary AUM: $18.6M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150765 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search