Strategic Wealth Planning
Strategic Wealth Planning is an SEC-registered wealth manager in Richardson, TX with $208.6M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Strategic Wealth Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149134, SEC 801-69852, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $208.6M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Richardson, TX
- Employees
- 6
- Clients
- 196
- CRD
- 149134
- Ownership
- BLUM, STEPHEN, JACOB; BLUM MANAGEMENT GROUP, INC.; BLUM, JENIFER, SMITH; Blum, Jenifer, S
How much AUM does Strategic Wealth Planning have?
Strategic Wealth Planning reported $208.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Strategic Wealth Planning?
Disclosed owners and executives of Strategic Wealth Planning include BLUM, STEPHEN, JACOB, BLUM MANAGEMENT GROUP, INC., BLUM, JENIFER, SMITH, Blum, Jenifer, S. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.