# Strategic Wealth & Income Fund, LLC — Form D/A

Strategic Wealth & Income Fund, LLC of SCOTTSDALE, AZ, a pooled investment fund, filed a Form D amendment with the SEC on 2010-05-13. The offering totals $700.0M, of which $11.6M was reported sold. Industry: Other Real Estate.

## Offering

- Filed: 2010-05-13
- Form: D/A
- Accession: 0001457315-10-000005
- Industry: Other Real Estate
- Exemptions: 06, 3C, 3C.5
- Total offering: $700.0M
- Amount sold: $11.6M
- Remaining: $688.4M
- Minimum investment: $25K
- Investors: 173
- Date of first sale: 2009-02-25
- Security types: equity, debt, fund interests
- Revenue range: Decline to Disclose
- SEC file number: 021-127454

## Issuer

- Name: Strategic Wealth & Income Fund, LLC
- CIK: 0001457315
- Entity type: Limited Liability Company
- Jurisdiction: DE
- Incorporated: 2007
- Address: 4900 NORTH SCOTTSDALE ROAD, SUITE 5000, SCOTTSDALE, AZ, 85251
- Phone: (480) 840-8400

## Officers, directors & promoters (12)

| Name | Role | Location |
| --- | --- | --- |
| Shane Albers | Director | Scottsdale, AZ |
| Will Meris | Director | Scottsdale, AZ |
| Shane Albers | Executive Officer | Scottsdale, AZ |
| Steven Darak | Executive Officer | Scottsdale, AZ |
| Terri Guske | Executive Officer | Scottsdale, AZ |
| Ann McCartney | Executive Officer | Scottsdale, AZ |
| Will Meris | Executive Officer | Scottsdale, AZ |
| Brian Peterson | Executive Officer | Dover, DE |
| SWI Management, LLC SWI Management, LLC | Promoter | Scottsdale, AZ |
| Fawn Medesha | Executive Officer | Scottsdale, AZ |
| Sharon Jutila | Executive Officer | Scottsdale, AZ |
| Jerome Joseph | Executive Officer | Scottsdale, AZ |

## Other filings by this issuer (3)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2010-03-18](https://search.stillhousedata.com/formd/0001457315-10-000004) | D/A | $700.0M | $11.4M |
| [2009-10-05](https://search.stillhousedata.com/formd/0001457315-09-000002) | D/A | $700.0M | $8.4M |
| [2009-03-05](https://search.stillhousedata.com/formd/0001457315-09-000001) | D | $700.0M | $30K |

## More

- [CIK 1457315 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1457315&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001457315-10-000005.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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