Strategic Wealth Management, LLC
Strategic Wealth Management, LLC (CRD# 150765) is a financial advisory firm headquartered in Bend, OR. They manage $20,885,589 in 57 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Strategic Wealth Management, LLC
By the Numbers
-
Total Assets Under Management21MILLION
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$366,414
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Strategic Wealth Management, LLC
1
David Smith (CRD# 1413109) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bend, OR and has over 30 years of experience in the finance industry.
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