STRATEGIC WEALTH MANAGEMENT LLC

STRATEGIC WEALTH MANAGEMENT LLC of LILLINGTON, NC is an SEC-registered investment adviser (CRD 339812).

Registration

• CRD: 339812
• Type: Registered investment adviser
• Location: 124 VAN WINKLE STREET, LILLINGTON, NC, 27546
• Phone: (910) 217-7664
• Latest filing: 2026-04-24
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, 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 339812 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search