Strategic Wealth Investment Group, LLC
● SEC registered since 2019CRD 165474SEC# 801-117642Louisville, KY
Reg. AUM
$1.38B
Employees
88
Accounts
8,606
Location
Louisville, KY
Strategic Wealth Investment Group, LLC assets under management
Strategic Wealth Investment Group, LLC operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2019. It reports $1.4 billion in regulatory assets under management and employs 88 people.
Strategic Wealth Investment Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jordan Schwartz Control | Partner | 5-10% | 2018 |
| Laurin MacKenzie Scaffidi | Director Of Culture & Strategic Initiatives | Under 5% | 2024 |
| Matthew James Dicken Control | Founder/Ceo | Over 75% | 2002 |
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Join to unlock · $37/moFrequently asked questions
How much does Strategic Wealth Investment Group, LLC manage?
Strategic Wealth Investment Group, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Strategic Wealth Investment Group, LLC have?
Strategic Wealth Investment Group, LLC reports 88 employees.
Where is Strategic Wealth Investment Group, LLC located?
Strategic Wealth Investment Group, LLC is based in Louisville, KY and has been SEC-registered since 2019.
Does Strategic Wealth Investment Group, LLC disclose fund performance?
Strategic Wealth Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 N. Hurtsbourne Parkway, Suite 120, Louisville, KY 40222 |
| Phone | 502-412-3354 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.38B▲ 54%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$1.38Bregulatory AUM
Discretionary $1.38B