STRATEGIC WEALTH SOLUTIONS, LLC

STRATEGIC WEALTH SOLUTIONS, LLC of URBANDALE, IA is an SEC-registered investment adviser (CRD 327745). Regulatory assets under management: $15.3M.

Registration

• CRD: 327745
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327745 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search