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Strategic Wealth Management Solutions, LLC
STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC is an SEC-registered investment adviser with $32 million in regulatory assets under management. The firm manages $18...
Strategic Wealth Management Solutions, LLC
STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC is an SEC-registered investment adviser with $32 million in regulatory assets under management. The firm manages $18 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
Who runs investment decisions at Strategic Wealth Management Solutions?
The firm's principals are not disclosed publicly. Investment decisions likely rest with senior advisors registered with the SEC. The specific CIO or lead manager is not identified.
How does Strategic Wealth Management Solutions source proprietary deal flow?
As an RIA, the firm may source deals through relationships with private placement agents, broker-dealers, and client referrals. No proprietary deal flow or direct investing outside of managed accounts is confirmed.
Is Strategic Wealth Management Solutions structured as a single family office or does it operate more like an advisory firm?
The firm is registered as an RIA, serving multiple clients, which makes it a multi-family office or wealth management firm rather than a single-family office. It holds fiduciary duty to its clients.
Does Strategic Wealth Management Solutions participate in fund commitments or only direct deals?
The firm likely allocates client assets to external funds and may also facilitate direct investments. Its RIA scope typically includes fund selection and monitoring. No specific fund commitments are documented.
Where does the underlying wealth come from?
The wealth origin is not disclosed. As an external RIA, the firm manages capital for unrelated individuals rather than a single wealth source. Client backgrounds are not public.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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