CRD: 335792
Strategic Wealth Management LLC
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- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-26-2025
- Office Locations
- 1
Office Locations
About Strategic Wealth Management LLC
Strategic Wealth Management is a state-registered RIA providing investment management and tax-focused planning, with experience in real estate strategies such as 1031 exchanges, Delaware Statutory Trusts, 721 UPREIT structures, and Opportunity Zone funds. The team builds conservative to growth model portfolios and uses approaches like direct indexing to help reduce capital gains exposure; securities are offered through DAI Securities (FINRA/SIPC).
Team overview
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Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
William Joseph O'Neill
Managing Director, Wealth Manager
- CRD
- #7396734
- Ownership
- 50% but less than 75%
SEAN DAVID WHALEN
Owner
- CRD
- #4000934
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Dennis Patrick Chandler
Financial Consultant
- CRD
- #4818296
PATRICK JAMES ROBERTSON
Financial Strategist
- CRD
- #2005392
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,653,789 | -- |
| Non-Discretionary | $3,837,174 | -- |
| Total | $79,490,963 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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