CRD: 170530
Financial Strategies Wealth Management LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Quantum
- Established Date
- 04-07-2014
- Office Locations
- 1
Office Locations
About Financial Strategies Wealth Management LLC
Strategic Wealth Management, LLC is an independent, fee-based financial planning firm delivering comprehensive planning and investment and risk management strategies. The team works one-on-one to educate clients and implement customized plans for retirees, employed professionals, self-employed individuals, and closely held business owners, and also supports nonprofit fiduciaries overseeing organizational assets.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES ROBERT PEARSON
Chief Compliance Officer, MANAGING PRINCIPAL, Senior Vice President
- CRD
- #4486441
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CLIFTON RAY HUNTER
Senior Financial Advisor
- CRD
- #2954450
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,709,475 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,709,475 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $23,709,475
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,491,149,232 | 27.6% |
| Equity - Exchange | $1,350,678,653 | 25.0% |
| U.S. Government/Agency | $1,242,624,360 | 23.0% |
| Cash | $1,318,262,365 | 24.4% |
| Total | $5,402,714,610 | 100.0% |