CRD: 165474
Strategic Wealth Investment Group, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 3, 2025 and March 23, 2026, reported AUM increased 24.6%, from $1.1B to $1.4B.
Across 5 reported observations, AUM increased 182.4% between November 21, 2022 and March 23, 2026, from $490.1M to $1.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 41 advisory representatives and 3,903 clients, or 95.2 clients per representative. That equates to $354.7K in reported AUM per client.
The profile lists 15 reported office locations and 13 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Strategic Wealth Investment Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 32 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
SMA allocation detail is available
Strategic Wealth Investment Group, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Strategic Wealth Investment Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.