Strategic Wealth Management, LLC

Strategic Wealth Management, LLC (CRD# 150765) is a financial advisory firm headquartered in Bend, OR. They manage $15,016,079 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
365 Ne Greenwood Ave, Suite #4, Bend, OR 97701
http://www.adviceforwealth.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $278,076
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

OR

Financial Advisors at Strategic Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Smith, financial advisor Bend OR
David W. Smith
CRD#: 1413109
365 Ne Greenwood Ave., Suite #4, Bend, OR 97701

David Smith (CRD# 1413109) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bend, OR and has over 30 years 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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