Strategic Wealth Management Inc.

Strategic Wealth Management Inc. (CRD# 107180) is a financial advisory firm headquartered in Kirkland, WA. They manage $382,052,075 in 91 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    382
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $4,198,374
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
  • 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.

ID, NJ, OR, UT, WA

Financial Advisors at Strategic Wealth Management Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Bryna S. Allen
CRD#: 2819056
7900 Se 28th Street, Fifth Floor, Mercer Island, WA 98040
93
Wealthminder
score

Bryna Allen (CRD# 2819056) is an Investment Advisor Representative working at Strategic Wealth Management Inc. in Mercer Island, WA and has over 17 years of experience in the finance industry.

2
James M. Sizemore
CRD#: 2658555
550 Kirkland Way, Suite 200, 13550 Ne Parrett Mt. Road Newberg, Or 97312, Kirkland, WA 98033
93
Wealthminder
score

James Sizemore (CRD# 2658555) is an Investment Advisor Representative working at Strategic Wealth Management Inc. in Kirkland, WA and has over 22 years of experience in the finance industry.

3
Patrick L. Sizemore
CRD#: 1053225
550 Kirkland Way, Suite 200, Kirkland, WA 98033
93
Wealthminder
score

Patrick Sizemore (CRD# 1053225) is an Investment Advisor Representative working at Strategic Wealth Management Inc. in Kirkland, WA and has over 35 years of experience in the finance industry.

4
Eric R. Davenport
CRD#: 6268632
550 Kirkland Way, Suite 200, Kirkland, WA 98033
90
Wealthminder
score

Eric Davenport (CRD# 6268632) is an Investment Advisor Representative working at Strategic Wealth Management Inc. in Kirkland, WA and has over 4 years of experience in the finance industry.

5
Timothy A. Minneman
CRD#: 4547075
7900 Se 28th Street Fifth Floor, Mercer Island, WA 98040
87
Wealthminder
score

Timothy Minneman (CRD# 4547075) is an Investment Advisor Representative working at Strategic Wealth Management Inc. in Mercer Island, WA and has 1 year of experience in the finance industry.

6
Jason Davis
CRD#: 4860342
550 Kirkland Way, Suite 200, Kirkland, WA 98033
81
Wealthminder
score

Jason Davis (CRD# 4860342) is an Investment Advisor Representative working at Strategic Wealth Management Inc. in Kirkland, WA and has over 13 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.