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 $1,424,992 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2195 W 5400 South, Suite 200, Salt Lake City, UT 84129
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $109,615
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
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Strategic Business & Wealth Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Steven White, financial advisor Salt Lake City UT
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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