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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 20, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | PRESIDENT | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | PRESIDENT | D | Control |
| SIZEMORE, PATRICK, LEE | I | PRESIDENT | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, PATRICK, LEE | I | CEO, PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SIZEMORE, JAMES, MICHAEL | I | CFO | C | Control |
| SHEFFIELD, SCOTT, ALLEN | I | SENIOR CONSULTANT | B | |
| SHEFFIELD, SCOTT, ALLEN | I | COO | B | |
| SHEFFIELD, SCOTT, ALLEN | I | COO | B | |
| SHEFFIELD, SCOTT, ALLEN | I | COO | B | |
| SIZEMORE, JAMES | I | CFO | B | |
| SIZEMORE, JAMES | I | CFO | B | |
| SIZEMORE, JAMES | I | CFO | B | |
| SIZEMORE, JAMES, MICHAEL | I | CFO | B | |
| SIZEMORE, JAMES, MICHAEL | I | CFO | B | |
| SIZEMORE, JAMES, MICHAEL | I | CFO | B | |
| MINNEMAN, TIMOTHY | I | DIRECTOR | A | |
| MINNEMAN, TIMOTHY | I | DIRECTOR | A | |
| MINNEMAN, TIMOTHY | I | DIRECTOR | A | |
| MINNEMAN, TIMOTHY, ALAN | I | DIRECTOR OF OPERATIONS | A | |
| MINNEMAN, TIMOTHY, ALAN | I | DIRECTOR OF OPERATIONS | A | |
| MINNEMAN, TIMOTHY, ALAN | I | DIRECTOR OF OPERATIONS | A |
Registrations
Federal
IA
Aug 20, 2021 REGISTERED
Notice Filings (10)
CA ID NH NJ NM NV OR TX UT WA
Address
105 CENTRAL WAYSUITE 206
KIRKLAND, WA 98033-6162
United States
Phone: 425-250-7600