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Matthew M Condit

STRATEGIC WEALTH MANAGEMENT, LLC·BEDFORD, Texas
Unclaimed Profile
2812 BEDFORD ROAD, BEDFORD, TX 76021CRD# 5813558Firm CRD# 171908
01

About

Matthew M Condit is a registered financial advisor based in BEDFORD, Texas, affiliated with STRATEGIC WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC WEALTH MANAGEMENT, LLC
STRATEGIC WEALTH MANAGEMENT, LLC
AUM
$118M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at STRATEGIC WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5813558
Firm CRD# 171908
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew M Condit offer?
Matthew M Condit specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDFORD, Texas for a consultation.
What are Matthew M Condit's credentials?
Matthew M Condit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew M Condit located?
Matthew M Condit is based in BEDFORD, Texas, working with STRATEGIC WEALTH MANAGEMENT, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does Matthew M Condit charge for services?
Matthew M Condit's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC WEALTH MANAGEMENT, LLC?
STRATEGIC WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BEDFORD
Earl Stephen Freeman — BFT FINANCIAL GROUP, LLCSammy Doyal Tally — BFT FINANCIAL GROUP, LLCWilliam David Schultz — BFT FINANCIAL GROUP, LLCJeanine Marie Benenati — STRATEGIC WEALTH MANAGEMENT, LLCLodewijk A. Lamaison Van Den Berg — BFT FINANCIAL GROUP, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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