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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-07-2013
- Office Locations
- 3
Office Locations
About Swmg, LLC
Strittmatter Wealth Management Group (SWMG, LLC) is a Fort Worth, TX wealth management firm providing holistic financial planning and coordinated advice across retirement, investments, estate planning, and tax strategy, plus business planning to help owners become “Sell-Ready.” The team emphasizes investor education (guides/webinars) and fiduciary CFP-led guidance, with 30-minute second-opinion reviews. Portfolios commonly use ETFs and can be custodied at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSHUA WILLIAM STRITTMATTER
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4617567
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KELLY NICOLE BUCHFINK
Branch Manager
- CRD
- #4396448
CHRISTOPHER WREN COATES
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- CRD
- #6281200
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $425,217,000 | $265,761 |
| Non-Discretionary | $5,144,910 | $98,941 |
| Total | $430,361,910 | $260,510 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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