# STRATEGIC WEALTH  SOLUTIONS, LLC

STRATEGIC WEALTH  SOLUTIONS, LLC of URBANDALE, IA is an SEC-registered investment adviser.

## Registration

- CRD: 327745
- Type: SEC-registered investment adviser
- Location: 12130 MEREDITH DRIVE, URBANDALE, IA, 50322
- Phone: (515) 443-9567
- Latest filing: 2026-03-13
- Regulatory AUM: $15.3M
- Discretionary AUM: $15.3M
- Clients: 3
- Accounts: 166

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327745/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327745/similar
- Related entities: https://search.stillhousedata.com/firm/327745/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327745

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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.