# STRATEGIC WEALTH MANAGEMENT, LLC

STRATEGIC WEALTH MANAGEMENT, LLC of BEND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 150765
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150765/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150765/similar
- Related entities: https://search.stillhousedata.com/firm/150765/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150765

---

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.