STRATEGIC WEALTH MANAGEMENT GROUP, INC.
CRD #113982 SEC #801-61033 STUART, FL 772-600-0084
SEC Registered
Total AUM
$54.2M
Discretionary
$54.2M
Employees
1
Clients
26
Accounts
228
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $136M | $136M | $0 | 4 | 350 |
| Apr 2014 | $105M | $105M | $0 | 4 | 200 |
| Mar 2014 | $105M | $105M | $0 | 4 | 200 |
| Mar 2014 | $105M | $105M | $0 | 4 | 200 |
| Jun 2012 | $54.2M | $54.2M | $0 | 1 | 200 |
| Mar 2012 | $54.2M | $54.2M | $0 | 1 | 200 |
| Feb 2012 | $54.2M | $54.2M | $0 | 1 | 200 |
| Jan 2012 | $54.2M | $54.2M | $0 | 1 | 200 |
| May 2011 | $56.8M | $56.8M | $0 | 5 | -- |
| Feb 2011 | $56.8M | $56.8M | $0 | 5 | -- |
| Dec 2010 | $55M | $55M | $0 | 5 | -- |
| Jun 2010 | $55M | $55M | $0 | 5 | -- |
| Jan 2008 | $95M | $95M | $0 | 5 | -- |
| Jan 2007 | $80M | $80M | $0 | 5 | -- |
| Jan 2006 | $60M | $60M | $0 | 5 | -- |
| Feb 2005 | $47M | $47M | $0 | 5 | -- |
| Jan 2005 | $47M | $47M | $0 | 5 | -- |
| Jan 2004 | $39M | $39M | $0 | 5 | -- |
| Mar 2002 | $27M | $0 | $27M | 5 | -- |
DateMar 2015
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees4
Clients350
DateApr 2014
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees4
Clients200
DateJun 2012
Total AUM$54.2M
Discretionary$54.2M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$54.2M
Discretionary$54.2M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$54.2M
Discretionary$54.2M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$54.2M
Discretionary$54.2M
Non-Disc.$0
Employees1
Clients200
DateMay 2011
Total AUM$56.8M
Discretionary$56.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$56.8M
Discretionary$56.8M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees5
Clients--