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- Custodian
- Cetera · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-02-2016
- Office Locations
- 6
Office Locations
About Strategic Wealth Group
Strategic Wealth Group is an independent, fiduciary wealth advisory firm based in Eden Prairie, Minnesota. The team delivers holistic financial planning—investment strategy, tax and estate planning—built to adapt as clients’ circumstances change. They emphasize research-based portfolio decisions for long-term growth and support clients in Minnesota and nationwide, using MoneyGuidePro and Riskalyze in their planning process.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GEORGE WILLIAM MULWEE JR.
Chief Compliance Officer
- CRD
- #4144139
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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AMANDA SUZANNE BERRY
Financial Advisor
- CRD
- #5050548
PAUL STEPHAN BURMEISTER
--
- CRD
- #4720690
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,537,238,398 | $232,915 |
| Non-Discretionary | $0 | -- |
| Total | $1,537,238,398 | $232,915 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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