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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 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 |
|---|---|---|---|---|
| KIDWELL, JUSTINE, MARIE | I | CCO | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CCO | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CCO | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CCO | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CCO | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CCO | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CCO | NA | Control |
| LEMLEY, RUSSELL, CLARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEMLEY, RUSSELL, CLARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YAMAKI, ADRIANNE, SANDERS | I | MANAGING DIRECTOR | E | Control |
| YAMAKI, ADRIANNE, SANDERS | I | MANAGING DIRECTOR | E | Control |
| YAMAKI, ADRIANNE, SANDERS | I | MANAGING DIRECTOR | E | Control |
| YAMAKI, ADRIANNE, SANDERS | I | MANAGING DIRECTOR | E | Control |
| YAMAKI, ADRIANNE, SANDERS | I | MANAGING DIRECTOR | E | Control |
| YAMAKI, ADRIANNE, SANDERS | I | MANAGING DIRECTOR | E | Control |
| YAMAKI, ADRIANNE, SANDERS | I | MANAGING DIRECTOR | E | Control |
| YAMAKI, ADRIANNE, SANDERS | I | MANAGING DIRECTOR | E | Control |
| YAMAKI, ADRIANNE, SANDERS | I | MANAGING DIRECTOR | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (5)
CA NY OH TX VA
Address
345 CALIFORNIA STREET, 6TH FLOORSAN FRANCISCO, CA 94104
United States
Phone: 415-780-7022