# STRATEGIC WEALTH MANAGEMENT LLC

STRATEGIC WEALTH MANAGEMENT LLC of SOUTH NATICK, MA is an SEC-registered investment adviser.

## Registration

- CRD: 335792
- Type: SEC-registered investment adviser
- Location: 8 PLEASANT ST, SOUTH NATICK, MA, 01760
- Phone: 508-975-3700
- Latest filing: 2026-06-24
- Regulatory AUM: $79.5M
- Discretionary AUM: $75.7M
- Non-discretionary AUM: $3.8M
- Clients: 4
- Accounts: 286

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335792/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335792/similar
- Related entities: https://search.stillhousedata.com/firm/335792/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335792

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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.