# Strategic Wealth, LLC — Form D

Strategic Wealth, LLC of PRICE, UT, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2023-03-22. The offering totals $800K, of which $800K was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2023-03-22
- Form: D
- Accession: 0001970175-23-000002
- Industry: Pooled Investment Fund
- Exemptions: 06c, 3C, 3C.1
- Total offering: $800K
- Amount sold: $800K
- Minimum investment: $100K
- Investors: 8
- Date of first sale: 2022-10-12
- Security types: fund interests
- Revenue range: Decline to Disclose
- SEC file number: 021-476555

## Issuer

- Name: Strategic Wealth, LLC
- CIK: 0001970175
- Entity type: Limited Liability Company
- Jurisdiction: UTAH
- Incorporated: 2022
- Address: 453 E. MAIN STE 200, PRICE, UT, 84501
- Phone: 800-773-1848

## Officers, directors & promoters (2)

| Name | Role | Location |
| --- | --- | --- |
| Jake Mellor | Director | Price, UT |
| a Utah limited liability company Strategic Wealth Solutions, LLC | Executive Officer | Price, UT |

## More

- [CIK 1970175 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1970175&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001970175-23-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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