Swmg, LLC
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 166688
- Registered since
- July 3, 2019
- Website
- strittmatterwealth.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.76%
- Individuals23.24%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Swmg, LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. Registered with the SEC in 2019, the firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its fee model includes a percentage-of-AUM component as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor. It maintains an insurance-company industry affiliation and appears to position itself as a traditional wealth manager that blends advisory planning with investment management for affluent households.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities78%
- US Government Bonds18%
- Public Funds/Mutual Funds4%
Owners & executives
2 of 2
Joshua Strittmatter
CEO and Chief Investment OfficerCRD 4617567
Stewart Leafblad
Chief Compliance OfficerCRD 2765315
Contacts
3 of 5
David Thurber
Investment Advisor RepresentativeCRD 8055191
Christopher Coates
Investment Adviser RepresentativeCRD 6281200
Scott Francis
Wealth AdvisorCRD 5537436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$485M in ETFs
77%
$372M
15%
$113M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $114M | 151,003 | 23.51% |
Location
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 3343 Locke Ave
- Time zone
- CT (UTC-6)
- Office locations
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