Strategic Wealth Management, LLC

Strategic Wealth Management, LLC (CRD# 150765) is a financial advisory firm headquartered in Bend, OR. They manage $16,000,000 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $205,128
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
  • 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
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.

OR

Financial Advisors at Strategic Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David W. Smith
CRD#: 1413109
Bend, OR
84
Wealthminder
score

David Smith (CRD# 1413109) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bend, OR and has over 23 years of experience in the finance industry. David Smith 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
Tyler J. Hibbitts
CRD#: 5380123
Bend, OR
81
Wealthminder
score

Tyler Hibbitts (CRD# 5380123) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bend, OR and has over 7 years of experience in the finance industry.

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