Structured Wealth Management, Inc.
Structured Wealth Management, Inc. is an SEC-registered mass-market adviser in Toledo, OH with $226.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Structured Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146611, SEC 801-133861, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $226.9M (2026-02-27)
- Firm type
- Mass-Market Adviser
- Location
- Toledo, OH
- Employees
- 4
- Clients
- 527
- CRD
- 146611
- Ownership
- SCHMITZ, BRIAN, ANDREW; ROGERS, THOMAS, KESSEL
How much AUM does Structured Wealth Management, Inc. have?
Structured Wealth Management, Inc. reported $226.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Structured Wealth Management, Inc.?
Disclosed owners and executives of Structured Wealth Management, Inc. include SCHMITZ, BRIAN, ANDREW, ROGERS, THOMAS, KESSEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.