STRATEGIC WEALTH CAPITAL, LLC
Legal name: STRATEGIC WEALTH CAPITAL
CRD #326299 SEC #801-127930 SAN FRANCISCO, CA 415-780-7022
SEC Registered
Total AUM
$206.5M
Discretionary
$206.5M
Employees
4
Clients
51
Accounts
303
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $206.5M | $206.5M | $0 | 4 | 0 |
| Jan 2025 | $178.9M | $178.9M | $0 | 5 | 0 |
| Nov 2024 | $178.9M | $178.9M | $0 | 5 | 0 |
| Mar 2024 | $178.9M | $178.9M | $0 | 5 | 0 |
| Sep 2023 | $171.5M | $171.5M | $0 | 5 | 0 |
| Sep 2023 | $171.5M | $171.5M | $0 | 5 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
| Apr 2023 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$178.9M
Discretionary$178.9M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$178.9M
Discretionary$178.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$178.9M
Discretionary$178.9M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$171.5M
Discretionary$171.5M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$171.5M
Discretionary$171.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0