# Strategic Wealth Management

Strategic Wealth Management 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:** Bedford, TX, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** strategicwealth.co.uk
- **LinkedIn:** https://www.linkedin.com/company/strategic-wealth-mgmt-llc

## About

Founded in 1999, Strategic Wealth Management is a Texas-based registered investment advisor built to serve local individuals, high-net-worth families, and small businesses. The firm's website domain, strategicwealth.co.The firm's core identity is wealth management and retirement planning, a posture that distinguishes it from venture-investing family offices. The firm's strategy centers on portfolio construction for long-term goals — retirement accumulation, income generation, and investment planning. It does not advertise direct company investments, private equity commitments, or venture-stage allocations. Instead, Strategic Wealth Management deploys capital across publicly traded equities, fixed income, and structured portfolio models suited to individual risk profiles. No direct co-investments, fund-of-funds activity, or GP relationships are part of its disclosed model. Strategic Wealth Management operates from a single location in Bedford, placing it within the Dallas-Fort Worth metroplex. Staffing figures and total assets under management are not publicly disclosed. The firm has not reported adjacent philanthropic vehicles, real-asset arms, or private-club memberships that would indicate an institutional or family-office infrastructure. Its regulatory filings as a registered investment advisor provide no record of recent fund launches, GP stakes, or alternative-asset expansions. The firm's structural differentiator is its simplicity: it remains a locally focused advisory practice that has not layered on the complex fund structures, direct-investment programs, or multi-family-office branding common to larger Texas wealth managers. This lean architecture allows Strategic Wealth Management to operate as a pure planning and portfolio-management shop — a model that contrasts with the institutionalized, multi-strategy platforms that dominate institutional-allocator screens.

## Questions

### Does the firm make direct private company investments or venture allocations?

No. The firm's disclosed services focus on retirement planning, investment planning, and portfolio management using publicly traded securities. There is no public record of Strategic Wealth Management participating in direct company investments, venture capital, private equity, or alternative-asset strategies.

### Does the firm report its assets under management publicly?

No. Strategic Wealth Management does not publicly disclose its assets under management. The firm's regulatory filings do not include a reported AUM figure, and no external publication has verified a specific number.

## Related profiles

- [Strategic Wealth Investments](https://altss.com/profile/strategic-wealth-investments)
- [Strategic Wealth Management Group](https://altss.com/profile/strategic-wealth-management-group)

---

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

Canonical page: https://altss.com/profile/strategic-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology