Be advised. This firm is no longer registered.

Strategic Wealth Management Inc.

Strategic Wealth Management Inc. (CRD# 107180) is a financial advisory firm headquartered in Kirkland, WA. They manage $622,786,411 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    623
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $8,088,135
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Strategic Wealth Management Inc.
No Advisor Found.
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