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STRATEGIC WEALTH MANAGEMENT, LLC

Tel: (817) 391-1090
2812 Bedford Road
Suite 200
Bedford, Texas  76021

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STRATEGIC WEALTH MANAGEMENT, LLC

STRATEGIC WEALTH MANAGEMENT, LLC is a Bedford, Texas based financial advisory firm with nearly $117,839,908 in assets under management and provides investment advisory services for 338 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

171908

SEC#:

801-112757

No. of Clients:

338

Assets under Management

$117,839,908

No. of Advisors:

5

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