STRATEGIC WEALTH MANAGEMENT GROUP, LLC
Legal name: STRATWEALTH
CRD #113678 SEC #801-61179 FULTON, MD 410-988-9494
SEC Registered
Total AUM
$1.5B
Discretionary
$1.1B
Employees
28
Clients
--
Accounts
3,492
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2021 | $1.8B | $1.4B | $381.4M | 22 | 10 |
| Nov 2020 | $1.5B | $1.1B | $362M | 28 | 10 |
| Jun 2020 | $1.5B | $1.1B | $362M | 28 | 10 |
| Jun 2020 | $1.5B | $1.1B | $362M | 28 | 10 |
| May 2020 | $1.5B | $1.1B | $362M | 28 | 10 |
| Mar 2020 | $1.5B | $1.1B | $362M | 28 | 10 |
| Nov 2019 | $1.2B | $914.6M | $312.4M | 25 | 25 |
| Aug 2019 | $1.2B | $914.6M | $312.4M | 25 | 25 |
| Mar 2019 | $1.2B | $914.6M | $312.4M | 25 | 25 |
| Dec 2018 | $1.2B | $924.1M | $292.6M | 23 | 25 |
| Aug 2018 | $1.2B | $924.1M | $292.6M | 23 | 25 |
| May 2018 | $1.2B | $924.1M | $292.6M | 23 | 25 |
| May 2018 | $1.2B | $924.1M | $292.6M | 23 | 25 |
| Apr 2018 | $1.2B | $924.1M | $292.6M | 23 | 25 |
| Mar 2018 | $1.2B | $924.1M | $292.6M | 23 | 25 |
| Sep 2017 | $1B | $789M | $246.4M | 25 | 900 |
| Jul 2017 | $1B | $789M | $246.4M | 25 | 900 |
| Feb 2017 | $1B | $789M | $246.4M | 25 | 900 |
| Aug 2016 | $939.1M | $705.9M | $233.2M | 27 | 800 |
| Mar 2016 | $939.1M | $705.9M | $233.2M | 27 | 800 |
| Oct 2015 | $902.7M | $667.4M | $235.3M | 27 | 700 |
| Sep 2015 | $902.7M | $667.4M | $235.3M | 27 | 700 |
| Mar 2015 | $902.7M | $667.4M | $235.3M | 27 | 700 |
| Mar 2015 | $902.7M | $667.4M | $235.3M | 27 | 700 |
| Feb 2015 | $902.7M | $667.4M | $235.3M | 27 | 700 |
| May 2014 | $840.7M | $630.1M | $210.6M | 19 | 752 |
| Feb 2014 | $840.7M | $630.1M | $210.6M | 19 | 752 |
| Feb 2014 | $840.7M | $630.1M | $210.6M | 19 | 752 |
| Sep 2013 | $760.5M | $544.3M | $216.2M | 19 | 729 |
| Aug 2013 | $760.5M | $544.3M | $216.2M | 19 | 729 |
| Jan 2013 | $760.5M | $544.3M | $216.2M | 19 | 729 |
| Nov 2012 | $669.6M | $493.3M | $176.4M | 19 | 600 |
| Mar 2012 | $669.6M | $493.3M | $176.4M | 11 | 600 |
| May 2011 | $704.1M | $519M | $185.1M | -- | -- |
| Jan 2011 | $704.1M | $519M | $185.1M | -- | -- |
| Aug 2010 | $634.7M | $469.9M | $164.8M | -- | -- |
| May 2010 | $634.7M | $469.9M | $164.8M | -- | -- |
| Sep 2007 | $555.9M | $407.6M | $148.3M | -- | -- |
| Jan 2007 | $555.9M | $407.6M | $148.3M | -- | -- |
| Jan 2006 | $432.3M | $323.2M | $109.1M | -- | -- |
| Feb 2005 | $365.3M | $349.2M | $16.1M | -- | -- |
| Oct 2003 | $135.4M | $128M | $7.4M | -- | -- |
DateJan 2021
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$381.4M
Employees22
Clients10
DateNov 2020
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$362M
Employees28
Clients10
DateJun 2020
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$362M
Employees28
Clients10
DateJun 2020
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$362M
Employees28
Clients10
DateMay 2020
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$362M
Employees28
Clients10
DateMar 2020
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$362M
Employees28
Clients10
DateNov 2019
Total AUM$1.2B
Discretionary$914.6M
Non-Disc.$312.4M
Employees25
Clients25
DateAug 2019
Total AUM$1.2B
Discretionary$914.6M
Non-Disc.$312.4M
Employees25
Clients25
DateMar 2019
Total AUM$1.2B
Discretionary$914.6M
Non-Disc.$312.4M
Employees25
Clients25
DateDec 2018
Total AUM$1.2B
Discretionary$924.1M
Non-Disc.$292.6M
Employees23
Clients25
DateAug 2018
Total AUM$1.2B
Discretionary$924.1M
Non-Disc.$292.6M
Employees23
Clients25
DateMay 2018
Total AUM$1.2B
Discretionary$924.1M
Non-Disc.$292.6M
Employees23
Clients25
DateMay 2018
Total AUM$1.2B
Discretionary$924.1M
Non-Disc.$292.6M
Employees23
Clients25
DateApr 2018
Total AUM$1.2B
Discretionary$924.1M
Non-Disc.$292.6M
Employees23
Clients25
DateMar 2018
Total AUM$1.2B
Discretionary$924.1M
Non-Disc.$292.6M
Employees23
Clients25
DateSep 2017
Total AUM$1B
Discretionary$789M
Non-Disc.$246.4M
Employees25
Clients900
DateJul 2017
Total AUM$1B
Discretionary$789M
Non-Disc.$246.4M
Employees25
Clients900
DateFeb 2017
Total AUM$1B
Discretionary$789M
Non-Disc.$246.4M
Employees25
Clients900
DateAug 2016
Total AUM$939.1M
Discretionary$705.9M
Non-Disc.$233.2M
Employees27
Clients800
DateMar 2016
Total AUM$939.1M
Discretionary$705.9M
Non-Disc.$233.2M
Employees27
Clients800
DateOct 2015
Total AUM$902.7M
Discretionary$667.4M
Non-Disc.$235.3M
Employees27
Clients700
DateSep 2015
Total AUM$902.7M
Discretionary$667.4M
Non-Disc.$235.3M
Employees27
Clients700
DateMar 2015
Total AUM$902.7M
Discretionary$667.4M
Non-Disc.$235.3M
Employees27
Clients700
DateMar 2015
Total AUM$902.7M
Discretionary$667.4M
Non-Disc.$235.3M
Employees27
Clients700
DateFeb 2015
Total AUM$902.7M
Discretionary$667.4M
Non-Disc.$235.3M
Employees27
Clients700
DateMay 2014
Total AUM$840.7M
Discretionary$630.1M
Non-Disc.$210.6M
Employees19
Clients752
DateFeb 2014
Total AUM$840.7M
Discretionary$630.1M
Non-Disc.$210.6M
Employees19
Clients752
DateFeb 2014
Total AUM$840.7M
Discretionary$630.1M
Non-Disc.$210.6M
Employees19
Clients752
DateSep 2013
Total AUM$760.5M
Discretionary$544.3M
Non-Disc.$216.2M
Employees19
Clients729
DateAug 2013
Total AUM$760.5M
Discretionary$544.3M
Non-Disc.$216.2M
Employees19
Clients729
DateJan 2013
Total AUM$760.5M
Discretionary$544.3M
Non-Disc.$216.2M
Employees19
Clients729
DateNov 2012
Total AUM$669.6M
Discretionary$493.3M
Non-Disc.$176.4M
Employees19
Clients600
DateMar 2012
Total AUM$669.6M
Discretionary$493.3M
Non-Disc.$176.4M
Employees11
Clients600
DateMay 2011
Total AUM$704.1M
Discretionary$519M
Non-Disc.$185.1M
Employees--
Clients--
DateJan 2011
Total AUM$704.1M
Discretionary$519M
Non-Disc.$185.1M
Employees--
Clients--
DateAug 2010
Total AUM$634.7M
Discretionary$469.9M
Non-Disc.$164.8M
Employees--
Clients--
DateMay 2010
Total AUM$634.7M
Discretionary$469.9M
Non-Disc.$164.8M
Employees--
Clients--
DateSep 2007
Total AUM$555.9M
Discretionary$407.6M
Non-Disc.$148.3M
Employees--
Clients--
DateJan 2007
Total AUM$555.9M
Discretionary$407.6M
Non-Disc.$148.3M
Employees--
Clients--
DateJan 2006
Total AUM$432.3M
Discretionary$323.2M
Non-Disc.$109.1M
Employees--
Clients--
DateFeb 2005
Total AUM$365.3M
Discretionary$349.2M
Non-Disc.$16.1M
Employees--
Clients--
DateOct 2003
Total AUM$135.4M
Discretionary$128M
Non-Disc.$7.4M
Employees--
Clients--