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RIA · CRD 146611SEC-Registered

Updated:

Structured Wealth Management, Inc.

STRUCTURED WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in TOLEDO, OH, registered since 2025. The firm manages approximately $227 million...

Overview

STRUCTURED WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in TOLEDO, OH, registered since 2025. The firm manages approximately $227 million in assets. It has 4 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Sector focus

Private CreditReal EstateHedge Funds

Frequently asked questions

Does Structured Wealth Management make fund commitments or only direct deals?

The firm has not publicly disclosed its investment structure. Most RIAs of this type allocate client capital to third-party funds rather than engage in direct investments. No direct co-investments or SPVs have been identified in public sources.

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