STRATEGIC WEALTH MANAGEMENT, LLC
CRD #171908 SEC #801-112757 BEDFORD, TX (817) 391-1090
SEC Registered
Total AUM
$130.5M
Discretionary
$130.5M
Employees
5
Clients
0
Accounts
352
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $130.5M | $130.5M | $0 | 5 | 0 |
| Jun 2024 | $117.8M | $117.8M | $0 | 5 | 0 |
| Feb 2024 | $117.8M | $117.8M | $0 | 5 | 0 |
| Aug 2023 | $132.5M | $132.5M | $0 | 5 | 0 |
| Feb 2023 | $132.5M | $132.5M | $0 | 5 | 0 |
| Mar 2022 | $157.5M | $157.5M | $0 | 5 | 0 |
| Mar 2021 | $133.4M | $133.4M | $0 | 5 | 0 |
| Oct 2020 | $121.1M | $121.1M | $0 | 5 | 0 |
| Jun 2020 | $121.1M | $121.1M | $0 | 5 | 0 |
| Jun 2020 | $121.1M | $121.1M | $0 | 5 | 0 |
| Apr 2020 | $121.1M | $121.1M | $0 | 5 | 0 |
| Mar 2020 | $121.1M | $121.1M | $0 | 5 | 0 |
| May 2019 | $94.5M | $94.5M | $0 | 6 | 2 |
| Jan 2019 | $94.5M | $94.5M | $0 | 6 | 2 |
| Oct 2018 | $101.8M | $101.8M | $0 | 3 | 1 |
| Aug 2018 | $101.8M | $101.8M | $0 | 4 | 1 |
| Apr 2018 | $101.8M | $101.8M | $0 | 4 | 1 |
| Mar 2018 | $101.8M | $101.8M | $0 | 4 | 1 |
| Mar 2018 | $101.8M | $101.8M | $0 | 4 | 1 |
DateMar 2025
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2024
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$94.5M
Discretionary$94.5M
Non-Disc.$0
Employees6
Clients2
DateJan 2019
Total AUM$94.5M
Discretionary$94.5M
Non-Disc.$0
Employees6
Clients2
DateOct 2018
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees3
Clients1
DateAug 2018
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees4
Clients1
DateApr 2018
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees4
Clients1
DateMar 2018
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees4
Clients1
DateMar 2018
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees4
Clients1