STRATEGIC WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- NATICK, Massachusetts
- CRD number
- 335792
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.35%
- Individuals6.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Strategic Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individual and family clients, and it charges fees based on a percentage of assets under management. It does not position itself as a capital allocator and does not identify as an active ESG investor. The firm's stated client base is individuals and families, and it reports an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
- Other4%
- State & Local Bonds1%
Contacts
3 of 4William O'Neill
Registered RepresentativeCRD 7396734
SEAN WHALEN
Managing Director, Wealth ManagerCRD 4000934
Dennis Chandler
Financial ConsultantCRD 4818296
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NATICK, MA
MIDDLESEX
Location
NATICK, MA
Headquartered in NATICK, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 8 Pleasant St
- Time zone
- ET (UTC-5)
- Office locations
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