$208.6M Total AUM
$182.9M Disc. AUM
11.7% 3Y CAGR
6 Employees
211 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-08-2009
- Office Locations
- 1
Office Locations
2929 North Central Expressway Suite 200 Richardson TX
About Strategic Wealth Planning
Strategic Wealth Planning (Richardson, TX) provides comprehensive financial planning that goes beyond portfolio management, integrating tax, estate, and insurance planning for clients such as business owners, entrepreneurs, and physicians. Portfolios may include ETFs and private market/alternative exposures (e.g., real estate, private credit, private equity). Custodies assets with Fidelity/NFS.
Team overview
47 AVG AGE
$208.6M AVG AUM / ADVISOR
$988.6K AVG AUM / CLIENT
15.6 yrs AVG TENURE
6 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Owner & Executives
STEPHEN JACOB BLUM
Limited Partner
- CRD
- #2667312
- Ownership
- 75% or more
Available
Available
Available
Jenifer S Blum
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,900,000 | $240,975 |
| Non-Discretionary | $25,700,000 | $1,168,182 |
| Total | $208,600,000 | $267,093 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Private Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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