Strategic Wealth Management, LLC
Strategic Wealth Management, LLC is an SEC-registered mass-market adviser in Bedford, TX with $157.8M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Strategic Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171908, SEC 801-112757, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $157.8M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Bedford, TX
- Employees
- 4
- Clients
- 176
- CRD
- 171908
- Ownership
- BENENATI, JEANINE, MARIE; CONDIT, MATTHEW, M
How much AUM does Strategic Wealth Management, LLC have?
Strategic Wealth Management, LLC reported $157.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Strategic Wealth Management, LLC?
Disclosed owners and executives of Strategic Wealth Management, LLC include BENENATI, JEANINE, MARIE, CONDIT, MATTHEW, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.