Unclaimed Profile

Patrick Lee Sizemore

STRATEGIC WEALTH MANAGEMENT INC·KIRKLAND, Washington

Series 7, Series 24, Series 63Clean record36 years registeredSTRATEGIC WEALTH MANAGEMENT INC

105 CENTRAL WAY, KIRKLAND, WA 98033-6162CRD# 1053225Firm CRD# 107180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Lee Sizemore · KIRKLAND, WA

Registration

CRD #1053225 · STRATEGIC WEALTH MANAGEMENT INC · 36 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC WEALTH MANAGEMENT INC

STRATEGIC WEALTH MANAGEMENT INC

Oct 1989 – Mar 2022

KIRKLAND, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · October 24, 1989

Years registered · 36

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC WEALTH MANAGEMENT INC

CRD 107180 · SEC 801-34623

AUM

$623M

Regulatory assets under management

Employees

77 client accounts

Services offered by STRATEGIC WEALTH MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STRATEGIC WEALTH MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Patrick Lee Sizemore offer?

Patrick Lee Sizemore specializes in Financial Planning, Investment Management, Wealth Management.

What are Patrick Lee Sizemore's credentials?

Patrick Lee Sizemore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Lee Sizemore located?

Patrick Lee Sizemore is based in KIRKLAND, Washington, last registered with STRATEGIC WEALTH MANAGEMENT INC.

How does Patrick Lee Sizemore charge for services?

Patrick Lee Sizemore'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 INC?

STRATEGIC WEALTH MANAGEMENT INC has approximately 6 employees and manages $623M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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