Strategic Business & Wealth Solutions, Inc.

Strategic Business & Wealth Solutions, Inc. (CRD# 174747) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $3,299,904 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Strategic Business & Wealth Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
Steven B. White
CRD#: 6440476
2195 W 5400 South, Suite 200, Salt Lake City, UT 84129

Steven White (CRD# 6440476) is an Investment Advisor Representative working at Strategic Business & Wealth Solutions, Inc. in Salt Lake City, UT and has 1 year of experience in the finance industry.

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