Structured Wealth Management, Inc.
● SEC registered since 2025CRD 146611SEC# 801-133861Toledo, OH
Reg. AUM
$226.9M
Employees
4
Accounts
527
Location
Toledo, OH
Structured Wealth Management, Inc. assets under management
Structured Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Toledo, OH. The firm has been registered since 2025. It reports $226.9 million in regulatory assets under management and employs 4 people.
Structured Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Andrew Schmitz Control | Owner | 50-75% | 2009 |
| Thomas Kessel Rogers Control | Owner/Cco | 50-75% | 2025 |
Frequently asked questions
How much does Structured Wealth Management, Inc. manage?
Structured Wealth Management, Inc. reports $226.9 million in regulatory assets under management on its Form ADV.
How many employees does Structured Wealth Management, Inc. have?
Structured Wealth Management, Inc. reports 4 employees.
Where is Structured Wealth Management, Inc. located?
Structured Wealth Management, Inc. is based in Toledo, OH and has been SEC-registered since 2025.
Does Structured Wealth Management, Inc. disclose fund performance?
Structured Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2778 Centennial Road, Ste a, Toledo, OH 43617 |
| Phone | 419-517-1227 |
| Fax | 419-754-2267 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$226.9M▲ 34%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$226.9Mregulatory AUM
Discretionary $226.9M