CRD: 327745
Strategic Wealth Solutions, LLC
$15.3M Total AUM
$15.3M Disc. AUM
-- 3Y CAGR
3 Employees
84 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-25-2023
- Office Locations
- 1
Office Locations
12130 Meredith Drive Suite 210w Urbandale IA
About Strategic Wealth Solutions, LLC
Strategic Wealth Solutions is an independent Iowa-based advisory and insurance firm focused on helping individuals build retirement strategies and income plans. The team delivers holistic financial planning and investment guidance tailored through its proprietary “Blue Chair Plan.” Mark Gelbman leads the practice, and clients can access plans and accounts via an eMoney client portal.
Team overview
43 AVG AGE
$15.3M AVG AUM / ADVISOR
$182.7K AVG AUM / CLIENT
3 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
M
MARK ANDREW GELBMAN
Associate, Chief Compliance Officer, Managing Member
- CRD
- #4533497
- 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 | $15,347,422 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,347,422 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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