STRATEGIC WEALTH MANAGEMENT, LLC
CRD #123321 SEC #801-67075 PEORIA, IL 309-673-7526
SEC Registered
Total AUM
$44.7M
Discretionary
$44.7M
Employees
1
Clients
1
Accounts
338
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $44.7M | $44.7M | $0 | 1 | 137 |
| May 2012 | $44.7M | $44.7M | $0 | 1 | 137 |
| May 2012 | $44.7M | $44.7M | $0 | 1 | 137 |
| Mar 2012 | $44.7M | $44.7M | $0 | 1 | 137 |
| Mar 2010 | $33.5M | $33.5M | $0 | 5 | -- |
| Mar 2009 | $28.2M | $28.2M | $0 | 5 | -- |
| Mar 2008 | $37.7M | $37.7M | $0 | 5 | -- |
| Jan 2008 | $32.4M | $32.4M | $0 | 5 | -- |
| Mar 2007 | $32.4M | $32.4M | $0 | 5 | -- |
DateJun 2012
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees1
Clients137
DateMay 2012
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees1
Clients137
DateMay 2012
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees1
Clients137
DateMar 2012
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees1
Clients137
DateMar 2010
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$37.7M
Discretionary$37.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees5
Clients--