Structured Wealth Management, Inc.

Structured Wealth Management, Inc. (CRD# 146611) is a financial advisory firm headquartered in Toledo, OH. They manage $23,600,000 in 177 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    177
    ACCOUNTS
  • Average Account Value
    $133,333
Compensation Options
  • A percentage of assets under your management
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
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.

OH, TX

Financial Advisors at Structured Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Brian A. Schmitz
CRD#: 2612181
4011 Secor Rd. Unit D, Toledo, OH 43623
98
Wealthminder
score

Brian Schmitz (CRD# 2612181) is an Investment Advisor Representative working at Structured Wealth Management, Inc. in Toledo, OH and has over 17 years of experience in the finance industry.

2
Matthew T. Latham
CRD#: 4768662
4011 Secor Rd. Unit D, Toledo, OH 43623
93
Wealthminder
score

Matthew Latham (CRD# 4768662) is an Investment Advisor Representative working at Structured Wealth Management, Inc. in Toledo, OH and has over 12 years of experience in the finance industry.

3
Thomas K. Rogers
CRD#: 3251381
4011 Secor Rd. Unit D, Toledo, OH 43623
93
Wealthminder
score

Thomas Rogers (CRD# 3251381) is an Investment Advisor Representative working at Structured Wealth Management, Inc. in Toledo, OH and has over 17 years of experience in the finance industry.

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