RIA Intel›Advisers›Oregon›STRATEGIC WEALTH MANAGEMENT, LLC

STRATEGIC WEALTH MANAGEMENT, LLC

Advisory

BEND, OR

Data as of Sep 15, 2025 · Source: SEC Form ADV

Average account

$373K

across 50 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Sep 15, 2025.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

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CHAIM INVESTMENT ADVISORS LLC

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THISTLE WEALTH LLC

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