CRD: 299392
Strategic Wealth Investments, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-05-2019
- Office Locations
- 1
Office Locations
About Strategic Wealth Investments, LLC
Strategic Wealth Investments is a Knoxville, TN advisory firm focused on holistic, ongoing financial planning—retirement and IRA/401(k) guidance, budgeting, education planning, and insurance/long-term care needs. The team takes a consultative, high-touch approach with regular reviews and open accessibility. Investment planning is actively managed, typically trading 3–5 times per year, with portfolios largely implemented using ETFs (Schwab custodied).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PATRICK WARREN CARMICHAEL
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #6190928
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,228,754 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,228,754 | -- |
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 % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing