CRD: 171908
Strategic Wealth Management, LLC
$157.8M Total AUM
$157.8M Disc. AUM
-- 3Y CAGR
4 Employees
176 ADV. Clients
11 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-06-2014
- Office Locations
- 1
Office Locations
2812 Bedford Road Suite 200 Bedford TX
About Strategic Wealth Management, LLC
Strategic Wealth Management, LLC is an independent, fee-based financial planning and wealth management firm serving retirees, corporate and self-employed professionals, closely held business owners, and nonprofit fiduciaries. The team delivers one-on-one planning, implementation support, and risk management, commonly using ETFs, mutual funds, and fixed income. Custody relationships include Fidelity/NFS and LPL Financial.
Team overview
39 AVG AGE
$78.9M AVG AUM / ADVISOR
$896.4K AVG AUM / CLIENT
11.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MATTHEW M CONDIT
Chief Compliance Officer, President
- CRD
- #5813558
- Ownership
- 75% or more
Available
Available
Available
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M
MICHAEL THOMAS HORNUNG
--
- CRD
- #6088812
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,762,701 | $446,920 |
| Non-Discretionary | $0 | -- |
| Total | $157,762,701 | $446,920 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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