RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 28, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MARTIN, KIMBERLY, ANNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MARTIN, KIMBERLY, ANNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MARTIN, KIMBERLY, ANNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MARTIN, KIMBERLY, ANNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MARTIN, KIMBERLY, ANNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MARTIN, KIMBERLY, ANNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MARTIN, KIMBERLY, ANNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MARTIN, KIMBERLY, ANNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MARTIN, KIMBERLY, ANNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MARTIN, KIMBERLY, ANNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MARTIN, KIMBERLY, ANNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MARTIN, KIMBERLY, ANNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MARTIN, KIMBERLY, ANNIPRESIDENT/CHIEF COMPLIANCE OFFICERNA
MEHLICH, GERALD, EDWARDIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA
MEHLICH, GERALD, EDWARDIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
MEHLICH, GERALD, EDWARDIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERNA
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYD Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYD Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYD Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYD Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYD Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYD Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYD Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYD Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYD Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYD Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYD Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTD Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTD Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTD Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTD Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTD Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTD Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTD Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTD Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTD Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTD Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTD Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYC Control
GOLDIN, GENE, BRADLEYIDIRECTORC Control
GOLDIN, GENE, BRADLEYIDIRECTORC Control
GOLDIN, GENE, BRADLEYIDIRECTORC
GOLDIN, GENE, BRADLEYIDIRECTORC Control
GOLDIN, GENE, BRADLEYIDIRECTORC Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYC Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYC Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYC Control
GOLDIN, GENE, BRADLEYIDIRECTOR/SECRETARYC Control
MEHLICH, GERALDIPRESIDENTC Control
MEHLICH, GERALDIPRESIDENT/DIRECTORC Control
MEHLICH, GERALD, EDWARDIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERC Control
MEHLICH, GERALD, EDWARDIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERC Control
MEHLICH, GERALD, EDWARDIPRESIDENT/DIRECTORC Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTC Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTC Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTC Control
ROEGIERS, STEPHEN, MARKIDIRECTORC
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTC Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTC Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTC Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTC Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTC Control
ROEGIERS, STEPHEN, MARKIDIRECTOR/VICE PRESIDENTC Control
CHAPPEL, AMY, DUFFETTIINVESTMENT ADVISOR REPRESENTATIVEB
CHAPPEL, AMY, DUFFETTIINVESTMENT ADVISOR REPRESENTATIVEB
CHAPPEL, AMY, DUFFETTIINVESTMENT ADVISOR REPRESENTATIVEB
CHAPPEL, AMY, DUFFETTIINVESTMENT ADVISOR REPRESENTATIVEB
NALL, CITREASURERB
NALL, CITREASURERB
NALL, CITREASURERB
NALL, CITREASURERB
SPRAKER, MIKEL, CRAIGIDIRECTOR/SECRETARYB
SPRAKER, MIKEL, CRAIGIDIRECTOR/SECRETARYB
SPRAKER, MIKEL, CRAIGIDIRECTORB
SPRAKER, MIKEL, CRAIGIDIRECTORB
SPRAKER, MIKEL, CRAIGIDIRECTOR/SECRETARYB

Registrations

Federal

IA
Jun 28, 2012 REGISTERED

Notice Filings (2)

FL NY

Address

701 COLORADO AVENUE
SUITE #1
STUART, FL 34994
United States
Phone: 772-600-0084