Strategic Wealth Management, LLC
● SEC registered since 2018CRD 171908SEC# 801-112757Bedford, TX
Reg. AUM
$157.8M
Employees
4
Accounts
353
Location
Bedford, TX
Strategic Wealth Management, LLC assets under management
Strategic Wealth Management, LLC is an SEC-registered investment adviser based in Bedford, TX. The firm has been registered since 2018. It reports $157.8 million in regulatory assets under management and employs 4 people.
Strategic Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew M Condit Control | President & Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Strategic Wealth Management, LLC manage?
Strategic Wealth Management, LLC reports $157.8 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Wealth Management, LLC have?
Strategic Wealth Management, LLC reports 4 employees.
Where is Strategic Wealth Management, LLC located?
Strategic Wealth Management, LLC is based in Bedford, TX and has been SEC-registered since 2018.
Does Strategic Wealth Management, LLC disclose fund performance?
Strategic Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2812 Bedford Road, Suite 200, Bedford, TX 76021 |
| Phone | (817) 391-1090 |
| Fax | (817) 391-1091 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$157.8M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$157.8Mregulatory AUM
Discretionary $157.8M