Private Market View

STRATEGIC WEALTH MANAGEMENT GROUP

Other · NEW YORK, NY

AUM
$53K
Portfolio companies
Recorded deals
Last investment

Key facts

  • STRATEGIC WEALTH MANAGEMENT GROUP is a other based in NEW YORK, NY.
  • STRATEGIC WEALTH MANAGEMENT GROUP reports $53K in regulatory assets under management, per its SEC Form ADV (2026-02).

Registered with the SEC

Form ADV · 2026-02 · CRD 125882
Regulatory AUM
$53K
Private fund assets
Private funds
Staff
7
Registered office
NEW YORK, NY
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as STRATEGIC ADVISORS LLC).

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Portfolio

Portfolio — not yet on record

No portfolio companies for STRATEGIC WEALTH MANAGEMENT GROUP are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is STRATEGIC WEALTH MANAGEMENT GROUP's AUM?
STRATEGIC WEALTH MANAGEMENT GROUP manages approximately $53K in assets.