Strategic Wealth Management, LLC
Strategic Wealth Management, LLC (CRD# 171908) is a financial advisory firm headquartered in Bedford, TX. They manage $117,839,908 in 338 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management118MILLION
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Total Number of Accounts338ACCOUNTS
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Average Account Value$348,639
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
LA, TX, WA
Jeanine Benenati (CRD# 2894693) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bedford, TX and has over 26 years of experience in the finance industry.
Matthew Condit (CRD# 5813558) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bedford, TX and has over 13 years of experience in the finance industry.
Michael Hornung (CRD# 6088812) is an Investment Advisor Representative working at Strategic Wealth Management, LLC in Bedford, TX and has over 8 years of experience in the finance industry.