STRATEGIC WEALTH MANAGEMENT INC

KIRKLAND, Washington·1 registered advisor·CRD# 107180
SEC# 801-346230425-250-7600
01

Firm Overview

AUM
$623M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at STRATEGIC WEALTH MANAGEMENT INC

1 registered advisor
Patrick Lee Sizemore
KIRKLAND, Washington
05

Office Locations

KIRKLAND, Washington
1 advisor

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Data sourced from SEC Form ADV filings. STRATEGIC WEALTH MANAGEMENT INC (CRD# 107180) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.