STRATEGIC WEALTH MANAGEMENT LLC

STRATEGIC WEALTH MANAGEMENT LLC of SOUTH NATICK, MA is an SEC-registered investment adviser (CRD 335792). Regulatory assets under management: $79.5M.

Registration

• CRD: 335792
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335792 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search