STRATEGIC WEALTH MANAGEMENT INC
CRD #107180 SEC #801-34623 KIRKLAND, WA 425-250-7600
SEC Registered
Total AUM
$622.8M
Discretionary
$535.6M
Employees
6
Clients
1
Accounts
77
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2021 | $622.8M | $535.6M | $87.2M | 6 | 0 |
| Aug 2021 | $622.8M | $535.6M | $87.2M | 6 | 0 |
| Mar 2021 | $622.8M | $535.6M | $87.2M | 6 | 0 |
| Jan 2021 | $528.3M | $464.7M | $63.6M | 8 | 0 |
| Nov 2020 | $528.3M | $464.7M | $63.6M | 8 | 0 |
| Nov 2020 | $528.3M | $464.7M | $63.6M | 8 | 0 |
| Jun 2020 | $528.3M | $464.7M | $63.6M | 8 | 0 |
| Jun 2020 | $528.3M | $464.7M | $63.6M | 8 | 0 |
| Apr 2020 | $528.3M | $464.7M | $63.6M | 8 | 0 |
| Mar 2019 | $442.9M | $418.2M | $24.7M | 8 | 0 |
| Sep 2018 | $425M | $415.4M | $9.6M | 7 | 0 |
| Mar 2018 | $425M | $415.4M | $9.6M | 7 | 0 |
| Mar 2017 | $382.1M | $377.6M | $4.4M | 7 | 26 |
| Apr 2016 | $376M | $372M | $4M | 7 | 26 |
| Mar 2016 | $376M | $372M | $4M | 7 | 26 |
| Oct 2015 | $364.6M | $361.3M | $3.2M | 7 | 26 |
| Feb 2015 | $364.6M | $361.3M | $3.2M | 7 | 26 |
| Mar 2014 | $541.1M | $538.5M | $2.6M | 7 | 26 |
| Oct 2013 | $477.8M | $477.8M | $0 | 9 | 26 |
| Mar 2013 | $477.8M | $477.8M | $0 | 9 | 26 |
| Mar 2012 | $448.3M | $401.7M | $46.6M | 6 | 26 |
| Apr 2011 | $252.9M | $252.9M | $0 | 10 | -- |
| Mar 2008 | $292.9M | $168.3M | $124.5M | 10 | -- |
| Feb 2007 | $274M | $0 | $274M | -- | -- |
| Feb 2007 | $492.2M | $0 | $492.2M | -- | -- |
| Aug 2004 | $385.9M | $0 | $385.9M | -- | -- |
| Mar 2004 | $385.9M | $0 | $385.9M | -- | -- |
| Mar 2002 | $276.1M | $0 | $276.1M | -- | -- |
DateAug 2021
Total AUM$622.8M
Discretionary$535.6M
Non-Disc.$87.2M
Employees6
Clients0
DateAug 2021
Total AUM$622.8M
Discretionary$535.6M
Non-Disc.$87.2M
Employees6
Clients0
DateMar 2021
Total AUM$622.8M
Discretionary$535.6M
Non-Disc.$87.2M
Employees6
Clients0
DateJan 2021
Total AUM$528.3M
Discretionary$464.7M
Non-Disc.$63.6M
Employees8
Clients0
DateNov 2020
Total AUM$528.3M
Discretionary$464.7M
Non-Disc.$63.6M
Employees8
Clients0
DateNov 2020
Total AUM$528.3M
Discretionary$464.7M
Non-Disc.$63.6M
Employees8
Clients0
DateJun 2020
Total AUM$528.3M
Discretionary$464.7M
Non-Disc.$63.6M
Employees8
Clients0
DateJun 2020
Total AUM$528.3M
Discretionary$464.7M
Non-Disc.$63.6M
Employees8
Clients0
DateApr 2020
Total AUM$528.3M
Discretionary$464.7M
Non-Disc.$63.6M
Employees8
Clients0
DateMar 2019
Total AUM$442.9M
Discretionary$418.2M
Non-Disc.$24.7M
Employees8
Clients0
DateSep 2018
Total AUM$425M
Discretionary$415.4M
Non-Disc.$9.6M
Employees7
Clients0
DateMar 2018
Total AUM$425M
Discretionary$415.4M
Non-Disc.$9.6M
Employees7
Clients0
DateMar 2017
Total AUM$382.1M
Discretionary$377.6M
Non-Disc.$4.4M
Employees7
Clients26
DateApr 2016
Total AUM$376M
Discretionary$372M
Non-Disc.$4M
Employees7
Clients26
DateMar 2016
Total AUM$376M
Discretionary$372M
Non-Disc.$4M
Employees7
Clients26
DateOct 2015
Total AUM$364.6M
Discretionary$361.3M
Non-Disc.$3.2M
Employees7
Clients26
DateFeb 2015
Total AUM$364.6M
Discretionary$361.3M
Non-Disc.$3.2M
Employees7
Clients26
DateMar 2014
Total AUM$541.1M
Discretionary$538.5M
Non-Disc.$2.6M
Employees7
Clients26
DateOct 2013
Total AUM$477.8M
Discretionary$477.8M
Non-Disc.$0
Employees9
Clients26
DateMar 2013
Total AUM$477.8M
Discretionary$477.8M
Non-Disc.$0
Employees9
Clients26
DateMar 2012
Total AUM$448.3M
Discretionary$401.7M
Non-Disc.$46.6M
Employees6
Clients26
DateApr 2011
Total AUM$252.9M
Discretionary$252.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$292.9M
Discretionary$168.3M
Non-Disc.$124.5M
Employees10
Clients--
DateFeb 2007
Total AUM$274M
Discretionary$0
Non-Disc.$274M
Employees--
Clients--
DateFeb 2007
Total AUM$492.2M
Discretionary$0
Non-Disc.$492.2M
Employees--
Clients--
DateAug 2004
Total AUM$385.9M
Discretionary$0
Non-Disc.$385.9M
Employees--
Clients--
DateMar 2004
Total AUM$385.9M
Discretionary$0
Non-Disc.$385.9M
Employees--
Clients--
DateMar 2002
Total AUM$276.1M
Discretionary$0
Non-Disc.$276.1M
Employees--
Clients--