RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Maryland
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 18, 2020
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ACHTERHOF, PATRICIA, BROWNIMEMBERNA Control
ACHTERHOF, PATRICIA, BROWNIMEMBERNA Control
ACHTERHOF, PATRICIA, BROWNIMEMBERNA Control
ACHTERHOF, PATRICIA, BROWNIMEMBERNA Control
ACHTERHOF, PATRICIA, BROWNIMEMBERNA Control
ACHTERHOF, PATRICIA, BROWNIMEMBERNA Control
ACHTERHOF, PATRICIA, BROWNIMEMBERNA Control
ACHTERHOF, PATRICIA, BROWNIMEMBERNA Control
ACHTERHOF, PATRICIA, BROWNIMEMBERNA Control
ACHTERHOF, PATRICIA, BROWNIMEMBERNA Control
ACHTERHOF, PATRICIA, BROWNIMEMBERNA Control
ACHTERHOF, PATRICIA, BROWNIMEMBERNA Control
ACHTERHOF, PATRICIA, BROWNIMEMBERNA Control
CAMPBELL, AMANDA, NICOLEIMEMBERNA Control
CAMPBELL, AMANDA, NICOLEIMEMBERNA Control
CAMPBELL, AMANDA, NICOLEIMEMBERNA Control
CAMPBELL, AMANDA, NICOLEIMEMBERNA Control
CAMPBELL, AMANDA, NICOLEIMEMBERNA Control
CAMPBELL, AMANDA, NICOLEIMEMBERNA Control
CAMPBELL, AMANDA, NICOLEIMEMBERNA Control
CAMPBELL, AMANDA, NICOLEIMEMBERNA Control
CAMPBELL, AMANDA, NICOLEIMEMBERNA Control
CAMPBELL, AMANDA, NICOLEIMEMBERNA Control
CAMPBELL, AMANDA, NICOLEIMEMBERNA Control
CAMPBELL, AMANDA, NICOLEIMEMBERNA Control
CAMPBELL, AMANDA, NICOLEIMEMBERNA Control
DECARLO, JAMES, EDWINICHIEF STRATEGIC GROWTH OFFICERNA Control
DECARLO, JAMES, EDWINICHIEF STRATEGIC GROWTH OFFICERNA Control
DEL PRIORE, MICHAEL, JICHIEF COMPLIANCE OFFICERNA Control
DEL PRIORE, MICHAEL, JICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
EDDY, PATRICIA, V.ICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
LAMENA, MICHAEL, ANTHONYICHIEF EXECUTIVE OFFICERNA Control
LAMENA, MICHAEL, ANTHONYICHIEF EXECUTIVE OFFICERNA Control
MORIARTY, MICHAEL, JOSEPHICHIEF INVESTMENT OFFICERNA Control
POWERS, BRIAN, DAVIDICHIEF FINANCIAL OFFICERNA Control
POWERS, BRIAN, DAVIDICHIEF FINANCIAL OFFICERNA Control
SONTAG, ERIC, MATTHEWIPRESIDENT & CHIEF OPERATIONS OFFICERNA Control
SONTAG, ERIC, MATTHEWIPRESIDENT & CHIEF OPERATIONS OFFICERNA Control
SONTAG, HOWARD, VAUGHNICHAIRMAN & SR. MANAGING DIRECTORNA Control
SONTAG, HOWARD, VAUGHNICHAIRMAN & SR. MANAGING DIRECTORNA Control
STASTNEY, HOYT, RONALDICHIEF LEGAL OFFICERNA Control
STASTNEY, HOYT, RONALDICHIEF LEGAL OFFICERNA Control
WEALTHSPIRE ADVISORSDEOWNERE Control
WEALTHSPIRE ADVISORSDEOWNERE Control
EDDY, SHAUNIMEMBERD Control
EDDY, SHAUNIMEMBERD Control
GRIESSER, JAMES, MARKIMEMBERD Control
GRIESSER, JAMES, MARKIMEMBERD Control
EDDY, SHAUNIMEMBERC Control
EDDY, SHAUNIMEMBER AND CHIEF COMPLIANCE OFFICERC Control
EDDY, SHAUNIMEMBER AND CHIEF COMPLIANCE OFFICERC Control
EDDY, SHAUNIMEMBERC Control
EICHELBERGER, JAMES, KURZIMEMBERC Control
EICHELBERGER, JAMES, KURZIMEMBERC Control
EICHELBERGER, JAMES, KURZIMEMBERC Control
EICHELBERGER, JAMES, KURZIMEMBERC Control
GRIESSER, JAMES, MARKIMEMBERC Control
GRIESSER, JAMES, MARKIMEMBERC Control
GRIESSER, JAMES, MARKIMEMBERC Control
GRIESSER, JAMES, MARKIMEMBERC Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
DESJARDINS, GARY, PAULIMEMBERB Control
EDDY, SHAUNIMEMBERB Control
EDDY, SHAUNIMEMBERB Control
EDDY, SHAUNIMEMBERB Control
EDDY, SHAUNIMEMBERB Control
EDDY, SHAUNIMANAGING MEMBERB Control
EDDY, SHAUNIMEMBERB Control
EDDY, SHAUNIMEMBERB Control
EDDY, SHAUNIMEMBERB Control
EDDY, SHAUNIMEMBERB Control
EDDY, SHAUNIMEMBERB Control
EDDY, SHAUNIMANAGING MEMBERB Control
EDDY, SHAUNIMEMBERB Control
EDDY, SHAUNIMANAGING MEMBERB Control
EDDY, SHAUNIMEMBERB Control
EDDY, SHAUNIMEMBERB Control
EDDY, SHAUNIMANAGING MEMBERB Control
EDDY, SHAUNIMANAGING MEMBERB Control
EDDY, SHAUNIMANAGING MEMBERB Control
EDDY, SHAUNIMANAGING MEMBER / CHIEF COMPLIANCE OFFICER (MARCH 2016)B Control
EDDY, SHAUNIMANAGING MEMBER / CHIEF COMPLIANCE OFFICER (MARCH 2016)B Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
EICHELBERGER, JAMES, KURZIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBERB Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
GRIESSER, JAMES, MARKIMEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017)B Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
LACROIX, JENNINE, RAMSEYIMEMBERB Control
DECARLO, JAMES, EDWINIMEMBERA Control
DECARLO, JAMES, EDWINIMEMBERA Control
DECARLO, JAMES, EDWINIMEMBERA Control
DECARLO, JAMES, EDWINIMEMBERA Control
DECARLO, JAMES, EDWINIMEMBERA Control
DECARLO, JAMES, EDWINIMEMBERA Control
DECARLO, JAMES, EDWINIMEMBERA Control
DECARLO, JAMES, EDWINIMEMBERA Control
DECARLO, JAMES, EDWINIMEMBERA Control
DECARLO, JAMES, EDWINIMEMBERA Control
DECARLO, JAMES, EDWINIMEMBERA Control
DECARLO, JAMES, EDWINIMEMBERA Control
DECARLO, JAMES, EDWINIMEMBERA Control
GARRISON, JOSEPH, PATRICKIMEMBERA Control
GARRISON, JOSEPH, PATRICKIMEMBERA Control
GARRISON, JOSEPH, PATRICKIMEMBERA Control
GARRISON, JOSEPH, PATRICKIMEMBERA Control
GARRISON, JOSEPH, PATRICKIMEMBERA Control
GARRISON, JOSEPH, PATRICKIMEMBERA Control
GARRISON, JOSEPH, PATRICKIMEMBERA Control
GARRISON, JOSEPH, PATRICKIMEMBERA Control
GARRISON, JOSEPH, PATRICKIMEMBERA Control
GARRISON, JOSEPH, PATRICKIMEMBERA Control
GARRISON, JOSEPH, PATRICKIMEMBERA Control
GARRISON, JOSEPH, PATRICKIMEMBERA Control
GARRISON, JOSEPH, PATRICKIMEMBERA Control
LACROIX, JENNINE, RAMSEYIMEMBERA Control
LACROIX, JENNINE, RAMSEYIMEMBERA Control
LACROIX, JENNINE, RAMSEYIMEMBERA Control
MAGAHA, KIMBERLY, SARAHIMEMBERA Control
MAGAHA, KIMBERLY, SARAHIMEMBERA Control
MAGAHA, KIMBERLY, SARAHIMEMBERA Control
MAGAHA, KIMBERLY, SARAHIMEMBERA Control
MAGAHA, KIMBERLY, SARAHIMEMBERA Control
MAGAHA, KIMBERLY, SARAHIMEMBERA Control
MAGAHA, KIMBERLY, SARAHIMEMBERA Control
MAGAHA, KIMBERLY, SARAHIMEMBERA Control
MAGAHA, KIMBERLY, SARAHIMEMBERA Control
MAGAHA, KIMBERLY, SARAHIMEMBERA Control
MAGAHA, KIMBERLY, SARAHIMEMBERA Control
MAGAHA, KIMBERLY, SARAHIMEMBERA Control
MAGAHA, KIMBERLY, SARAHIMEMBERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MADISON DEARBORN PARTNERSDEMADISON DEARBORN PARTNERS VI-A&C, L.P.F Control
MADISON DEARBORN PARTNERSDEMADISON DEARBORN PARTNERS VI-A&C, L.P.F Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.DEMADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.F Control
MADISON DEARBORN PARTNERS VI-A&C, L.P.DEMADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.F Control
NFP CORP.DEWEALTHSPIRE ADVISORSE Control
NFP CORP.DEWEALTHSPIRE ADVISORSE Control
NFP HOLDINGS, LLCDENFP PARENT CO, LLCE Control
NFP HOLDINGS, LLCDENFP PARENT CO, LLCE Control
NFP INTERMEDIATE HOLDINGS A. CORP.DENFP INTERMEDIATE HOLDINGS B. CORP.E Control
NFP INTERMEDIATE HOLDINGS A. CORP.DENFP INTERMEDIATE HOLDINGS B. CORP.E Control
NFP INTERMEDIATE HOLDINGS B. CORP.DENFP CORP.E Control
NFP INTERMEDIATE HOLDINGS B. CORP.DENFP CORP.E Control
NFP PARENT CO, LLCDENFP INTERMEDIATE HOLDINGS A. CORP.E Control
NFP PARENT CO, LLCDENFP INTERMEDIATE HOLDINGS A. CORP.E Control
NFP ULTIMATE HOLDINGS, LLCDENFP HOLDINGS, LLCE Control
NFP ULTIMATE HOLDINGS, LLCDENFP HOLDINGS, LLCE Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.DENFP HOLDINGS, LLCC Control
MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.DENFP HOLDINGS, LLCC Control

Registrations

Federal

IA
Nov 18, 2020 REGISTERED

Notice Filings (24)

AZ CA CO DC DE FL GA LA MA MD MI NC NE NH NJ NY OH PA RI SC TN TX VA VT

Address

8170 MAPLE LAWN BLVD.
SUITE 100
FULTON, MD 20759
United States
Phone: 410-988-9494