RIA Intel›Advisers›Massachusetts›STRATEGIC WEALTH MANAGEMENT LLC

STRATEGIC WEALTH MANAGEMENT LLC

Advisory

SOUTH NATICK, MA

Data as of Jun 24, 2026 · Source: SEC Form ADV

Rank in MA

#1,056

of 1,590 advisers by AUM

Average account

$278K

across 286 accounts

AUM per adviser

$20M

4 advisers

Source: SEC Form ADV. Figures as filed Jun 24, 2026.

Total AUM

$79M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$79M

Discretionary AUM$76M

Non-Discretionary AUM$4M

Discretionary %95.2%

Total Clients181

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, MA, TX

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

181 clients

134 high-net-worth

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

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