# Strategic Wealth Management Group

Strategic Wealth Management Group is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** swmgrp.com
- **LinkedIn:** https://www.linkedin.com/company/strategic-wealth-management-group

## Regulatory record

- **CRD number:** 125882
- **SEC file number:** 801-64228
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125882

## About

Founded in New York in 1999, Strategic Wealth Management Group established itself as a registered investment advisor serving a cross-section of individual, pension-plan, and corporate clients. Strategic Wealth Management Group's advisory model centers on portfolio construction and retirement-plan management. The firm acts as a fiduciary, constructing allocations that span equities, fixed income, and mutual fund vehicles — a conventional but durable mix for a wealth-management RIA. Its pension-plan work implies familiarity with ERISA governance and institutional reporting standards, while the private-client side points to financial planning services that include retirement-income modeling and tax-aware asset location. The firm does not operate as a fund sponsor, instead deploying capital via third-party securities and pooled vehicles. Headquartered in New York, the firm operates from a single known office. No public record identifies a named CIO or managing principal by name. Without a disclosed team size, its scale remains opaque — though its RIA registration and multi-decade history indicate a sustainable, if modest, advisory practice. No adjacent philanthropic foundations or affiliated operating companies appear in the public record. Strategic Wealth Management Group's structural differentiator lies in its combined service of retirement-plan advisory alongside private wealth management. This dual mandate places it at the intersection of institutional consulting and personal financial advice, a position that few larger aggregators maintain without conflict. The firm's RIA designation enforces a fiduciary standard across both client types, giving it a compliance posture that differs from broker-dealer peers who toggle between suitability and fiduciary duties per engagement.

## Related profiles

- [Strategic Wealth Management](https://altss.com/profile/strategic-wealth-management)
- [Strategic Wealth Partners](https://altss.com/profile/strategic-wealth-partners)

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Last updated: 2026-08-11T02:43:31.692Z

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