STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC
Legal name: STRATEGIC WEALTH GROUP
CRD #284430 SEC #801-108208 EDEN PRAIRIE, MN 952-843-4944
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
24
Clients
1
Accounts
5,029
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1B | $1B | $0 | 24 | 5 |
| Oct 2025 | $1B | $1B | $0 | 24 | 5 |
| Aug 2025 | $1B | $1B | $0 | 23 | 5 |
| Jun 2025 | $1B | $1B | $0 | 23 | 5 |
| May 2025 | $1B | $1B | $0 | 23 | 5 |
| May 2025 | $1B | $1B | $0 | 24 | 5 |
| Apr 2025 | $1B | $1B | $0 | 20 | 5 |
| Feb 2025 | $1B | $1B | $0 | 19 | 5 |
| Nov 2024 | $932.4M | $932.4M | $0 | 18 | 10 |
| Oct 2024 | $932.4M | $932.4M | $0 | 18 | 10 |
| Aug 2024 | $932.4M | $932.4M | $0 | 17 | 10 |
| Jul 2024 | $932.4M | $932.4M | $0 | 17 | 10 |
| Jun 2024 | $833.1M | $833.1M | $0 | 17 | 10 |
| Mar 2024 | $833.1M | $833.1M | $0 | 18 | 10 |
| Dec 2023 | $777.3M | $777.3M | $0 | 18 | 3 |
| Nov 2023 | $777.3M | $777.3M | $0 | 19 | 3 |
| Oct 2023 | $777.3M | $777.3M | $0 | 19 | 3 |
| Oct 2023 | $777.3M | $777.3M | $0 | 20 | 3 |
| Oct 2023 | $777.3M | $777.3M | $0 | 20 | 3 |
| Sep 2023 | $777.3M | $777.3M | $0 | 21 | 3 |
| Aug 2023 | $651.2M | $651.2M | $0 | 21 | 3 |
| Aug 2023 | $651.2M | $651.2M | $0 | 20 | 3 |
| May 2023 | $651.2M | $651.2M | $0 | 20 | 3 |
| May 2023 | $651.2M | $651.2M | $0 | 20 | 3 |
| Mar 2023 | $651.2M | $651.2M | $0 | 20 | 3 |
| Jan 2023 | $651.2M | $651.2M | $0 | 20 | 3 |
| Dec 2022 | $754.6M | $754.6M | $0 | 19 | 100 |
| Nov 2022 | $754.6M | $754.6M | $0 | 18 | 100 |
| Oct 2022 | $754.6M | $754.6M | $0 | 18 | 100 |
| Sep 2022 | $754.6M | $754.6M | $0 | 18 | 100 |
| Jun 2022 | $754.6M | $754.6M | $0 | 18 | 100 |
| May 2022 | $754.6M | $754.6M | $0 | 20 | 100 |
| Apr 2022 | $754.6M | $754.6M | $0 | 20 | 100 |
| Mar 2022 | $898.4M | $898.4M | $0 | 20 | 100 |
| Feb 2022 | $898.4M | $898.4M | $0 | 20 | 100 |
| Feb 2022 | $898.4M | $898.4M | $0 | 19 | 100 |
| Jan 2022 | $898.4M | $898.4M | $0 | 19 | 100 |
| Oct 2021 | $914.9M | $914.9M | $0 | 20 | 110 |
| Oct 2021 | $780.1M | $780.1M | $0 | 20 | 110 |
| Mar 2021 | $780.1M | $780.1M | $0 | 19 | 110 |
| Mar 2021 | $780.1M | $780.1M | $0 | 19 | 110 |
| Feb 2021 | $780.1M | $780.1M | $0 | 19 | 110 |
| Feb 2021 | $780.1M | $780.1M | $0 | 18 | 110 |
| Jan 2021 | $780.1M | $780.1M | $0 | 18 | 110 |
| Jan 2021 | $585.9M | $585.9M | $0 | 18 | 125 |
| Oct 2020 | $585.9M | $585.9M | $0 | 20 | 125 |
| Jun 2020 | $585.9M | $585.9M | $0 | 20 | 125 |
| May 2020 | $608.8M | $608.8M | $0 | 20 | 125 |
| Feb 2020 | $608.8M | $608.8M | $0 | 20 | 125 |
| Dec 2019 | $571M | $571M | $0 | 20 | 130 |
| Dec 2019 | $571M | $571M | $0 | 21 | 130 |
| Nov 2019 | $571M | $571M | $0 | 19 | 130 |
| Nov 2019 | $571M | $571M | $0 | 18 | 130 |
| Sep 2019 | $571M | $571M | $0 | 17 | 130 |
| Jul 2019 | $571M | $571M | $0 | 18 | 130 |
| Jul 2019 | $571M | $571M | $0 | 18 | 130 |
| Jun 2019 | $502.9M | $502.9M | $0 | 18 | 130 |
| Mar 2019 | $502.9M | $502.9M | $0 | 18 | 130 |
| Oct 2018 | $474.2M | $474.2M | $0 | 18 | 209 |
| Aug 2018 | $474.2M | $474.2M | $0 | 16 | 209 |
| Jun 2018 | $445.6M | $445.6M | $0 | 16 | 209 |
| May 2018 | $339.1M | $339.1M | $0 | 16 | 209 |
| May 2018 | $339.1M | $339.1M | $0 | 16 | 209 |
| Apr 2018 | $339.1M | $339.1M | $0 | 16 | 209 |
| Feb 2018 | $343.5M | $343.5M | $0 | 15 | 209 |
| Nov 2017 | $299.1M | $299.1M | $0 | 12 | 209 |
| Sep 2017 | $278.8M | $209M | $69.8M | 12 | 400 |
| Aug 2017 | $278.8M | $209M | $69.8M | 12 | 400 |
| Aug 2017 | $278.8M | $209M | $69.8M | 12 | 400 |
| Jul 2017 | $278.8M | $209M | $69.8M | 11 | 400 |
| Jun 2017 | $278.8M | $209M | $69.8M | 10 | 400 |
| Jun 2017 | $203M | $144.9M | $58.1M | 10 | 400 |
| Apr 2017 | $203M | $144.9M | $58.1M | 10 | 400 |
| Mar 2017 | $203M | $144.9M | $58.1M | 10 | 400 |
| Mar 2017 | $203M | $144.9M | $58.1M | 10 | 400 |
| Mar 2017 | $203M | $144.9M | $58.1M | 11 | 400 |
| Oct 2016 | $184.6M | $133.3M | $51.3M | 6 | 0 |
| Oct 2016 | $176.1M | $130.6M | $45.4M | 6 | 0 |
| Jul 2016 | $0 | $0 | $0 | 6 | 0 |
| Jul 2016 | $0 | $0 | $0 | 6 | 0 |
DateNov 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients5
DateOct 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients5
DateAug 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees23
Clients5
DateJun 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees23
Clients5
DateMay 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees23
Clients5
DateMay 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients5
DateApr 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees20
Clients5
DateFeb 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees19
Clients5
DateNov 2024
Total AUM$932.4M
Discretionary$932.4M
Non-Disc.$0
Employees18
Clients10
DateOct 2024
Total AUM$932.4M
Discretionary$932.4M
Non-Disc.$0
Employees18
Clients10
DateAug 2024
Total AUM$932.4M
Discretionary$932.4M
Non-Disc.$0
Employees17
Clients10
DateJul 2024
Total AUM$932.4M
Discretionary$932.4M
Non-Disc.$0
Employees17
Clients10
DateJun 2024
Total AUM$833.1M
Discretionary$833.1M
Non-Disc.$0
Employees17
Clients10
DateMar 2024
Total AUM$833.1M
Discretionary$833.1M
Non-Disc.$0
Employees18
Clients10
DateDec 2023
Total AUM$777.3M
Discretionary$777.3M
Non-Disc.$0
Employees18
Clients3
DateNov 2023
Total AUM$777.3M
Discretionary$777.3M
Non-Disc.$0
Employees19
Clients3
DateOct 2023
Total AUM$777.3M
Discretionary$777.3M
Non-Disc.$0
Employees19
Clients3
DateOct 2023
Total AUM$777.3M
Discretionary$777.3M
Non-Disc.$0
Employees20
Clients3
DateOct 2023
Total AUM$777.3M
Discretionary$777.3M
Non-Disc.$0
Employees20
Clients3
DateSep 2023
Total AUM$777.3M
Discretionary$777.3M
Non-Disc.$0
Employees21
Clients3
DateAug 2023
Total AUM$651.2M
Discretionary$651.2M
Non-Disc.$0
Employees21
Clients3
DateAug 2023
Total AUM$651.2M
Discretionary$651.2M
Non-Disc.$0
Employees20
Clients3
DateMay 2023
Total AUM$651.2M
Discretionary$651.2M
Non-Disc.$0
Employees20
Clients3
DateMay 2023
Total AUM$651.2M
Discretionary$651.2M
Non-Disc.$0
Employees20
Clients3
DateMar 2023
Total AUM$651.2M
Discretionary$651.2M
Non-Disc.$0
Employees20
Clients3
DateJan 2023
Total AUM$651.2M
Discretionary$651.2M
Non-Disc.$0
Employees20
Clients3
DateDec 2022
Total AUM$754.6M
Discretionary$754.6M
Non-Disc.$0
Employees19
Clients100
DateNov 2022
Total AUM$754.6M
Discretionary$754.6M
Non-Disc.$0
Employees18
Clients100
DateOct 2022
Total AUM$754.6M
Discretionary$754.6M
Non-Disc.$0
Employees18
Clients100
DateSep 2022
Total AUM$754.6M
Discretionary$754.6M
Non-Disc.$0
Employees18
Clients100
DateJun 2022
Total AUM$754.6M
Discretionary$754.6M
Non-Disc.$0
Employees18
Clients100
DateMay 2022
Total AUM$754.6M
Discretionary$754.6M
Non-Disc.$0
Employees20
Clients100
DateApr 2022
Total AUM$754.6M
Discretionary$754.6M
Non-Disc.$0
Employees20
Clients100
DateMar 2022
Total AUM$898.4M
Discretionary$898.4M
Non-Disc.$0
Employees20
Clients100
DateFeb 2022
Total AUM$898.4M
Discretionary$898.4M
Non-Disc.$0
Employees20
Clients100
DateFeb 2022
Total AUM$898.4M
Discretionary$898.4M
Non-Disc.$0
Employees19
Clients100
DateJan 2022
Total AUM$898.4M
Discretionary$898.4M
Non-Disc.$0
Employees19
Clients100
DateOct 2021
Total AUM$914.9M
Discretionary$914.9M
Non-Disc.$0
Employees20
Clients110
DateOct 2021
Total AUM$780.1M
Discretionary$780.1M
Non-Disc.$0
Employees20
Clients110
DateMar 2021
Total AUM$780.1M
Discretionary$780.1M
Non-Disc.$0
Employees19
Clients110
DateMar 2021
Total AUM$780.1M
Discretionary$780.1M
Non-Disc.$0
Employees19
Clients110
DateFeb 2021
Total AUM$780.1M
Discretionary$780.1M
Non-Disc.$0
Employees19
Clients110
DateFeb 2021
Total AUM$780.1M
Discretionary$780.1M
Non-Disc.$0
Employees18
Clients110
DateJan 2021
Total AUM$780.1M
Discretionary$780.1M
Non-Disc.$0
Employees18
Clients110
DateJan 2021
Total AUM$585.9M
Discretionary$585.9M
Non-Disc.$0
Employees18
Clients125
DateOct 2020
Total AUM$585.9M
Discretionary$585.9M
Non-Disc.$0
Employees20
Clients125
DateJun 2020
Total AUM$585.9M
Discretionary$585.9M
Non-Disc.$0
Employees20
Clients125
DateMay 2020
Total AUM$608.8M
Discretionary$608.8M
Non-Disc.$0
Employees20
Clients125
DateFeb 2020
Total AUM$608.8M
Discretionary$608.8M
Non-Disc.$0
Employees20
Clients125
DateDec 2019
Total AUM$571M
Discretionary$571M
Non-Disc.$0
Employees20
Clients130
DateDec 2019
Total AUM$571M
Discretionary$571M
Non-Disc.$0
Employees21
Clients130
DateNov 2019
Total AUM$571M
Discretionary$571M
Non-Disc.$0
Employees19
Clients130
DateNov 2019
Total AUM$571M
Discretionary$571M
Non-Disc.$0
Employees18
Clients130
DateSep 2019
Total AUM$571M
Discretionary$571M
Non-Disc.$0
Employees17
Clients130
DateJul 2019
Total AUM$571M
Discretionary$571M
Non-Disc.$0
Employees18
Clients130
DateJul 2019
Total AUM$571M
Discretionary$571M
Non-Disc.$0
Employees18
Clients130
DateJun 2019
Total AUM$502.9M
Discretionary$502.9M
Non-Disc.$0
Employees18
Clients130
DateMar 2019
Total AUM$502.9M
Discretionary$502.9M
Non-Disc.$0
Employees18
Clients130
DateOct 2018
Total AUM$474.2M
Discretionary$474.2M
Non-Disc.$0
Employees18
Clients209
DateAug 2018
Total AUM$474.2M
Discretionary$474.2M
Non-Disc.$0
Employees16
Clients209
DateJun 2018
Total AUM$445.6M
Discretionary$445.6M
Non-Disc.$0
Employees16
Clients209
DateMay 2018
Total AUM$339.1M
Discretionary$339.1M
Non-Disc.$0
Employees16
Clients209
DateMay 2018
Total AUM$339.1M
Discretionary$339.1M
Non-Disc.$0
Employees16
Clients209
DateApr 2018
Total AUM$339.1M
Discretionary$339.1M
Non-Disc.$0
Employees16
Clients209
DateFeb 2018
Total AUM$343.5M
Discretionary$343.5M
Non-Disc.$0
Employees15
Clients209
DateNov 2017
Total AUM$299.1M
Discretionary$299.1M
Non-Disc.$0
Employees12
Clients209
DateSep 2017
Total AUM$278.8M
Discretionary$209M
Non-Disc.$69.8M
Employees12
Clients400
DateAug 2017
Total AUM$278.8M
Discretionary$209M
Non-Disc.$69.8M
Employees12
Clients400
DateAug 2017
Total AUM$278.8M
Discretionary$209M
Non-Disc.$69.8M
Employees12
Clients400
DateJul 2017
Total AUM$278.8M
Discretionary$209M
Non-Disc.$69.8M
Employees11
Clients400
DateJun 2017
Total AUM$278.8M
Discretionary$209M
Non-Disc.$69.8M
Employees10
Clients400
DateJun 2017
Total AUM$203M
Discretionary$144.9M
Non-Disc.$58.1M
Employees10
Clients400
DateApr 2017
Total AUM$203M
Discretionary$144.9M
Non-Disc.$58.1M
Employees10
Clients400
DateMar 2017
Total AUM$203M
Discretionary$144.9M
Non-Disc.$58.1M
Employees10
Clients400
DateMar 2017
Total AUM$203M
Discretionary$144.9M
Non-Disc.$58.1M
Employees10
Clients400
DateMar 2017
Total AUM$203M
Discretionary$144.9M
Non-Disc.$58.1M
Employees11
Clients400
DateOct 2016
Total AUM$184.6M
Discretionary$133.3M
Non-Disc.$51.3M
Employees6
Clients0
DateOct 2016
Total AUM$176.1M
Discretionary$130.6M
Non-Disc.$45.4M
Employees6
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0