CRD: 150765
Strategic Wealth Management, LLC
$18.6M Total AUM
$18.6M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-09-2009
- Office Locations
- 1
Office Locations
365 NE Greenwood Ave., Suite #4 Bend OR
About Strategic Wealth Management, LLC
Strategic Wealth Management is an independent RIA in Bend, Oregon, founded in 2009 by David W. Smith, CFP®, ChFC®. The firm provides CFP-led financial planning and ongoing wealth management for individuals and families, including retirees and business owners. Portfolios emphasize diversified allocation using public funds and ETFs, guided by its LifePath FORMula™ planning process.
Team overview
-- AVG AGE
$18.6M AVG AUM / ADVISOR
$300.7K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
Available
Owner & Executives
DAVID WAYNE SMITH
Wealth Manager | President
- CRD
- #1413109
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,641,659 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,641,659 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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