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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-02-2019
- Office Locations
- 1
Office Locations
About Strategic Investments & Insurance
Strategic Investments & Insurance (Stratii) is an independent wealth management and retirement planning firm that coordinates clients’ full financial lives, including investment, tax, legacy, and risk management planning. Its proprietary Stratii Process (PLAN Success Cycle, Wealth CheckPoints, and Quadrant Plan) aligns portfolios across yield, protection, balance, and growth with disciplined rebalancing and monitoring. Offers monthly market review insights and supports accounts via Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID MICHAEL WHITMAN JR
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2363423
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,501 | -- |
| Non-Discretionary | $12,570,490 | -- |
| Total | $12,708,991 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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