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Strategic Wealth Management, LLC

● SEC registered since 2018CRD 171908SEC# 801-112757Bedford, TX
Export (members)
Reg. AUM
$130.5M
Employees
5
Accounts
352
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 $130.5 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/matt-condit-cfp%c2%ae-84ab6422View on SEC.gov ↗

Strategic Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew M Condit ControlPresident & Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Strategic Wealth Management, LLC manage?

Strategic Wealth Management, LLC reports $130.5 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Wealth Management, LLC have?

Strategic Wealth Management, LLC reports 5 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

Address2812 Bedford Road, Suite 200, Bedford, TX 76021
Phone(817) 391-1090
Fax(817) 391-1091
Office hours8:30a.m. - 5:30p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$130.5M
Non-discretionary$0
Total (RAUM)$130.5M