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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $1,552,772
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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.

VA

Financial Advisors at Strategic Wealth Management Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Louis A. Jones
CRD#: 5701805
Virginia Beach, VA
90
Wealthminder
score

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.

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