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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENENATI, JEANINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BENENATI, JEANINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BENENATI, JEANINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENENATI, JEANINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENENATI, JEANINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENENATI, JEANINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENENATI, JEANINE, MARIE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENENATI, JEANINE, MARIE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENENATI, JEANINE, MARIE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENENATI, JEANINE, MARIE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| BENENATI, JEANINE, MARIE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| CONDIT, MATTHEW, M | I | PRESIDENT | E | Control |
| CONDIT, MATTHEW, M | I | PRESIDENT | E | Control |
| CONDIT, MATTHEW, M | I | PRESIDENT | E | Control |
| CONDIT, MATTHEW, M | I | PRESIDENT | E | Control |
| CONDIT, MATTHEW, M | I | PRESIDENT | E | Control |
| CONDIT, MATTHEW, M | I | PRESIDENT | E | Control |
| CONDIT, MATTHEW, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CONDIT, MATTHEW, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CONDIT, MATTHEW, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CONDIT, MATTHEW, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CONDIT, MATTHEW, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CONDIT, MATTHEW, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CONDIT, MATTHEW, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| CONDIT, MATTHEW, M | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (3)
LA TX WA
Address
2812 BEDFORD ROADSUITE 200
BEDFORD, TX 76021
United States
Phone: (817) 391-1090