CRD: 165474
Strategic Wealth Investment Group, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-02-2012
- Office Locations
- 15
Office Locations
About Strategic Wealth Investment Group, LLC
Strategic Wealth Designers (Strategic Wealth Investment Group) is a retirement-focused advisory firm serving families, with holistic planning that pairs tailored wealth and income strategies with tax-mitigation, investment implementation, insurance/Medicare guidance, and legacy planning. Portfolios are implemented primarily with ETFs, and the firm custodians with Charles Schwab—useful context for ETF and model delivery discussions.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW JAMES DICKEN
Chief Executive Officer, Founder
- CRD
- #2882253
- Ownership
- 75% or more
JORDAN SCHWARTZ
PARTNER, Vice President
- CRD
- #6519627
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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Erik Richard Bosman
Financial Advisor
- CRD
- #7337389
Spencer Bryzeal
Financial Advisor, General Partner
- CRD
- #7389522
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,384,291,490 | $160,852 |
| Non-Discretionary | $0 | -- |
| Total | $1,384,291,490 | $160,852 |
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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 |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Corporate - Non-Investment Grade | 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 |
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