Strategic Wealth Management is an investment advisor in Kirkland with $622.79 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Strategic Wealth Management Inc
SEC CIK
IRS number
911510392
SEC advisor number
801-34623
FINRA CRD number
107180
AUM ?
$622.79 mm
(as of 24 Aug 21)
Accounts
77
(as of 24 Aug 21)
Employees
6
(3 investment advisory or research)
Address
Strategic Wealth Management
5400 CARILLON POINT
BLDG 5000 4TH FL
KIRKLAND
WA 98033
5400 CARILLON POINT
BLDG 5000 4TH FL
KIRKLAND
WA 98033
Phone
4252507600
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
17 Nov 21
13F-HR
Quarterly holdings report by institutional manager
5 Aug 21
13F-HR
Quarterly holdings report by institutional manager
3 May 21
13F-HR
Quarterly holdings report by institutional manager
18 Feb 21
13F-HR
Quarterly holdings report by institutional manager
12 Nov 20
13F-HR
Quarterly holdings report by institutional manager
26 Aug 20
13F-HR
Quarterly holdings report by institutional manager
23 Apr 20
13F-HR
Quarterly holdings report by institutional manager
22 Jan 20
13F-HR
Quarterly holdings report by institutional manager
17 Oct 19