| Name | Title | Ownership | Since |
|---|---|---|---|
| Chandra Ellen Halverson | Chief Compliance Officer | Under 5% | 2025 |
| Jordan Schwartz Control | Partner | 5-10% | 2018 |
| Laurin MacKenzie Scaffidi | Director Of Culture & Strategic Initiatives | Under 5% | 2024 |
Strategic Wealth Investment Group, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Strategic Wealth Investment Group, LLC reports 88 employees.
Strategic Wealth Investment Group, LLC is based in Louisville, KY and has been SEC-registered since 2019.
Strategic Wealth Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.11B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.11B |