| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Andrew Schmitz Control | Owner | 50-75% | 2009 |
| Matthew Todd Latham Control | Representative | Under 5% | 2008 |
| Thomas Kessel Rogers Control | Owner/Cco | 50-75% | 2025 |
Structured Wealth Management, Inc. reports $169 million in regulatory assets under management on its Form ADV.
Structured Wealth Management, Inc. reports 4 employees.
Structured Wealth Management, Inc. is based in Toledo, OH and has been SEC-registered since 2025.
Structured Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $169M |
| Non-discretionary | $0 |
| Total (RAUM) | $169M |