RIA Intel›Advisers›Virginia›STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC

STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC

Advisory

VA

Data as of Aug 14, 2026 · Source: SEC Form ADV

Average account
$787K
across 41 accounts
AUM per adviser
$32M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM
$32M
Discretionary %
55.6%
Clients
41
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$32M
Discretionary AUM$18M
Non-Discretionary AUM$14M
Discretionary %55.6%
Total Clients41
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, NC, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

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

GUIDEPOINT FINANCIAL PLANNING, LLC
$32M
CASTLE INVESTMENT MANAGEMENT, LLC
ALEXANDRIA, VA
$32M
-50.6% 1Y
OUTFITTER FINANCIAL CORP.
MCLEAN, VA
$33M
+0.5% 1Y
WILSON BENNETT CAPITAL MANAGEMENT INC
MCLEAN, VA
$33M
-10.8% 1Y
ALLEN INVESTMENT MANAGEMENT, INC.
$31M
NHABLA LLC
ARLINGTON, VA
$33M

Get the full picture on STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans