Strategic Wealth Management, LLC

Strategic Wealth Management, LLC (CRD# 171908) is a financial advisory firm headquartered in Bedford, TX. They manage $79,610,474 in 242 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $328,969
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
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.

TX

Financial Advisors at Strategic Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Matthew M. Condit
CRD#: 5813558
2812 Bedford Road, Suite 200, Bedford, TX 76021
96
Wealthminder
score

Matthew Condit (CRD# 5813558) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bedford, TX and has over 5 years of experience in the finance industry. Matthew Condit 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.

2
Jeanine M. Benenati
CRD#: 2894693
2812 Bedford Road, Suite 200, Bedford, TX 76021
93
Wealthminder
score

Jeanine Benenati (CRD# 2894693) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bedford, TX and has over 19 years of experience in the finance industry.

3
Margaret A. Hall
CRD#: 3070574
2812 Bedford Road, Suite 200, Bedford, TX 76021
93
Wealthminder
score

Margaret Hall (CRD# 3070574) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bedford, TX and has over 18 years of experience in the finance industry.

4
Michael T. Hornung
CRD#: 6088812
2812 Bedford Road, Suite 200, Bedford, TX 76021
87
Wealthminder
score

Michael Hornung (CRD# 6088812) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bedford, TX and has 1 year of experience in the finance industry.

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