CRD: 128199
Strategic Family Wealth Counselors, L.l.c.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-21-2000
- Office Locations
- 1
Office Locations
About Strategic Family Wealth Counselors, L.l.c.
Strategic Family Wealth Counselors, LLC is an RIA providing integrated wealth management, financial planning, investment advisory, and fiduciary management for individuals and business owners/entrepreneurs. The firm builds portfolios using public funds and ETFs alongside fixed income and select alternatives, with a risk-management orientation. Clients are generally encouraged to custody assets at Charles Schwab, and the team leverages platforms such as eMoney and Morningstar.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL TIMOTHY DWYER III
Managing Member
- CRD
- #1042316
- Ownership
- 75% or more
CHRISTINE T DWYER
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
TIMOTHY PETER BOULANGER
Principal & Managing Director
- CRD
- #1793911
Lauren Helen Dwyer
Owner
- CRD
- #7824692
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,257,034,695 | $598,588 |
| Non-Discretionary | $402,625,061 | $268,417 |
| Total | $1,659,659,756 | $461,017 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing