Strategic Wealth Management Inc.

Strategic Wealth Management Inc. (CRD# 107180) is a financial advisory firm headquartered in Kirkland, WA. They manage $375,968,466 in 99 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    376
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $3,797,661
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 - 7 of 7 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 16 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
Tara E. Johnson
CRD#: 5123054
550 Kirkland Way, Suite 200, Kirkland, WA 98033
90
Wealthminder
score

Tara Johnson (CRD# 5123054) is an Investment Advisor Representative working at Strategic Wealth Management Inc. in Kirkland, WA and has 1 year of experience in the finance industry. Tara Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Eric R. Davenport
CRD#: 6268632
550 Kirkland Way, Suite 200, Kirkland, WA 98033
89
Wealthminder
score

Eric Davenport (CRD# 6268632) is an Investment Advisor Representative working at Strategic Wealth Management Inc. in Kirkland, WA and has over 3 years of experience in the finance industry.

6
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.

7
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 12 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.