CRD: 314589
Strategic Wealth Solutions LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-14-2021
- Office Locations
- 1
Office Locations
About Strategic Wealth Solutions LLC
Strategic Wealth Solutions LLC is a retail RIA focused on retirement planning, using its “Blue Chair Plan” approach to deliver a customized financial plan for each client. The firm provides financial planning and ongoing investment management, with portfolio construction using ETFs, mutual funds and fixed income, and may incorporate annuity/insurance solutions where appropriate. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JASON DOPAZO
Chief Compliance Officer, Managing Partner
- CRD
- #4853505
- Ownership
- 25% but less than 50%
Showing 1 of 1 owners & executives
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JOHN JOSEPH LONG JR
--
- CRD
- #4650164
DEEPAK KUMAR MALHOTRA
Chief Executive Officer
- CRD
- #5697204
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,882,877 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,882,877 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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