STRUCTURED WEALTH MANAGEMENT, INC.
CRD #146611 SEC #801-133861 TOLEDO, OH 419-517-1227
SEC Registered
Total AUM
$169M
Discretionary
$169M
Employees
4
Clients
25
Accounts
340
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LATHAM, MATTHEW, TODD | I | REPRESENTATIVE | NA | Control |
| LATHAM, MATTHEW, TODD | I | REPRESENTATIVE | NA | Control |
| ROGERS, THOMAS, KESSEL | I | OWNER/CCO | D | Control |
| ROGERS, THOMAS, KESSEL | I | OWNER/CCO | D | Control |
| SCHMITZ, BRIAN, ANDREW | I | OWNER | D | Control |
| SCHMITZ, BRIAN, ANDREW | I | OWNER | D | Control |
Registrations
Federal
IA
Jun 18, 2025 REGISTERED
Notice Filings (3)
MI OH TX
Address
2778 CENTENNIAL ROADSTE A
TOLEDO, OH 43617
United States
Phone: 419-517-1227