Strategic Wealth Group

RIASEC Registered

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$233K

Accounts

6,600

Employees

Advisory reps

Firm details

Headquarters: Eden Prairie, Minnesota
CRD number: 284430
Registered since: August 2, 2016
Website: www.strategicwg.net
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI68.53%
Individuals29.96%
Pension & Profit Sharing Plans0.78%
Charitable Organizations0.54%
Corporations / Businesses0.2%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Strategic Wealth Group is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2016) and serves a mix of individual and family clients alongside institutional relationships. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting, and the firm also operates an insurance brokerage practice. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed, and other fee types. Strategic Wealth Group does not function as a capital allocator, which indicates it primarily places client capital with third-party managers and pooled vehicles rather than seeding or directly managing private funds.