Strategic Wealth Management Solutions, LLC

Strategic Wealth Management Solutions, LLC (CRD# 150728) is a financial advisory firm headquartered in , . They manage $39,700,301 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://swmsllc.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $721,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Other
Types of Clients
Registered States
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 Jones, financial advisor Virginia Beach VA
Louis A. Jones
CRD#: 5701805
Virginia Beach, VA

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.

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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