STRATEGIC WEALTH MANAGEMENT, LLC

PEORIA, Illinois·1 registered advisor·CRD# 123321
SEC# 801-67075309-673-7526
01

Firm Overview

AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at STRATEGIC WEALTH MANAGEMENT, LLC

1 registered advisor
Alan Lewis Lee
PEORIA, Illinois
05

Office Locations

PEORIA, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. STRATEGIC WEALTH MANAGEMENT, LLC (CRD# 123321) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.