Strategic Wealth Management Solutions, LLC
Strategic Wealth Management Solutions, LLC (CRD# 150728) is a financial advisory firm headquartered in , . They manage $35,713,757 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts23ACCOUNTS
Average Account Value$1,552,772
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Louis Jones (CRD# 5701805) is an Investment Advisor Representative working at Strategic Wealth Management Solutions, LLC in Virginia Beach, VA and has 1 year of experience in the finance industry.