RIA Intel›Advisers›New Jersey›STRATEGIC WEALTH SOLUTIONS LLC

STRATEGIC WEALTH SOLUTIONS LLC

Advisory

NJ

Data as of Apr 21, 2026 · Source: SEC Form ADV

Average account

$139K

across 259 accounts

AUM per adviser

$12M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients144

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY, OH

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

144 clients

7 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 NJ

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

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R. SEELAUS & CO.,INC.

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BAUERBAND, DOUGLAS J

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HOWARD SINGER ASSOCIATES, LLC

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