CRD: 140745
Strategic Wealth Management 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
- 02-06-2008
- Office Locations
- 1
Office Locations
About Strategic Wealth Management LLC
Strategic Wealth Management, LLC is an independent, fee-based financial planning firm providing comprehensive planning, portfolio and risk-management guidance for individuals and families, including retirees, working professionals, and the self-employed. The firm also supports closely held business owners and advises non-profits on fiduciary considerations when managing organizational assets. Public filings indicate portfolios commonly use ETFs and mutual funds, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANTHONY JOHN DARIA JR
Financial Advisor
- CRD
- #2331465
- Ownership
- 50% but less than 75%
ALEX SOCOLOF
INVESTMENT ADVISOR REPRESENTATIVE, Owner
- CRD
- #1017723
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,492,575 | $198,937 |
| Total | $16,492,575 | $198,937 |
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 |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing