STRATEGIC WEALTH MANAGEMENT LLC
CRD #140745 SEC #801-66859 BRIARCLIFF MANOR, NY 646-220-3327
SEC Registered Disclosures
Total AUM
$13.3M
Discretionary
$0
Employees
2
Clients
0
Accounts
67
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2017 | $13.3M | $0 | $13.3M | 2 | 26 |
| Jun 2017 | $13.3M | $0 | $13.3M | 2 | 26 |
| Jun 2017 | $13.3M | $0 | $13.3M | 2 | 26 |
| Mar 2017 | $13.3M | $0 | $13.3M | 2 | 26 |
| Mar 2016 | $25M | $0 | $25M | 2 | 26 |
| Mar 2015 | $26M | $0 | $26M | 2 | 26 |
| Jul 2014 | $27M | $0 | $27M | 2 | 26 |
| Jul 2014 | $27M | $0 | $27M | 2 | 26 |
| Jun 2014 | $27M | $0 | $27M | 2 | 26 |
| Mar 2014 | $27M | $0 | $27M | 2 | 26 |
| Feb 2014 | $27M | $0 | $27M | 2 | 26 |
| Apr 2013 | $31M | $0 | $31M | 1 | 26 |
| May 2012 | $29M | $0 | $29M | 1 | 26 |
| Mar 2012 | $29M | $0 | $29M | 1 | 26 |
| Mar 2012 | $34M | $0 | $34M | 1 | 26 |
| Mar 2012 | $34M | $0 | $34M | 1 | 26 |
| Mar 2011 | $34M | $0 | $34M | 5 | -- |
| Mar 2009 | $27.9M | $0 | $27.9M | 5 | -- |
| Jan 2007 | $37M | $0 | $37M | 5 | -- |
DateJun 2017
Total AUM$13.3M
Discretionary$0
Non-Disc.$13.3M
Employees2
Clients26
DateJun 2017
Total AUM$13.3M
Discretionary$0
Non-Disc.$13.3M
Employees2
Clients26
DateJun 2017
Total AUM$13.3M
Discretionary$0
Non-Disc.$13.3M
Employees2
Clients26
DateMar 2017
Total AUM$13.3M
Discretionary$0
Non-Disc.$13.3M
Employees2
Clients26
DateMar 2016
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees2
Clients26
DateMar 2015
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees2
Clients26
DateJul 2014
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees2
Clients26
DateJul 2014
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees2
Clients26
DateJun 2014
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees2
Clients26
DateMar 2014
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees2
Clients26
DateFeb 2014
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees2
Clients26
DateApr 2013
Total AUM$31M
Discretionary$0
Non-Disc.$31M
Employees1
Clients26
DateMay 2012
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees1
Clients26
DateMar 2012
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees1
Clients26
DateMar 2012
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees1
Clients26
DateMar 2012
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees1
Clients26
DateMar 2011
Total AUM$34M
Discretionary$0
Non-Disc.$34M
Employees5
Clients--
DateMar 2009
Total AUM$27.9M
Discretionary$0
Non-Disc.$27.9M
Employees5
Clients--
DateJan 2007
Total AUM$37M
Discretionary$0
Non-Disc.$37M
Employees5
Clients--