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Building 2STRATEGIC WEALTH MANAGEMENT, LLC

Map pinBEDFORD, TX
Phone(817) 391-1090
NotebookSEC #801-112757
Total AUM
$157.8M
Employees
4
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2812 BEDFORD ROAD
SUITE 200
BEDFORD
TX 76021
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
(817) 391-1090

ReceiptFinancials

Total AUM
$157.8M
Accounts
353
Discretionary
$157.8M
Accounts
353
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
110
AUM
$29.4M
HNW Individual Clients
64
AUM
$127.3M
Corporation or Business Clients
2
AUM
$1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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