# Strategic Wealth Group

> Strategic Wealth Group is an SEC-registered investment advisory firm in Eden Prairie, MN, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 284430
- Filed as: STRATEGIC WEALTH GROUP
- Legal name: Strategic Wealth Group Registered Investment Advisor, LLC
- Also doing business as: INTEGRATED CAPITAL PARTNERS LLC, SALT FINANCIAL, STRATEGIC WEALTH GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Eden Prairie, MN
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284430
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-wealth-group-eden-prairie-mn-284430

## Quick answers

**How is Strategic Wealth Group compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Wealth Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Strategic Wealth Group charge?**
Its Form ADV Part 2A brochure dated February 14, 2026 states: Flat fee: $2,500 to $25,000 (Full Financial Plan services); Hourly rate: $500 an hour (Hourly Consultation Services); Flat fee: $25,000 a year (Ongoing financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Strategic Wealth Group located?**
Strategic Wealth Group's principal office is in Eden Prairie, MN, according to its Form ADV; the July 2026 filing also lists 7 other offices (Schedule D, Section 1.F).

**Is Strategic Wealth Group registered with the SEC or a state?**
Strategic Wealth Group is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284430.

**How much does Strategic Wealth Group manage?**
Strategic Wealth Group reports $1,537,238,398 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary).

**How have Strategic Wealth Group's assets and staff changed since 2021?**
In the Form ADV data for Strategic Wealth Group: Regulatory assets under management: $780,082,043 in the October 2021 data and $1,537,238,398 in the October 2026 data, up 97%. Total employees: 19 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Wealth Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,347); high net worth individuals (1,177); pension and profit sharing plans (but not the plan participants or government pension plans) (17).

**Which custodians does Strategic Wealth Group use?**
Strategic Wealth Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Strategic Wealth Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284430

**Does Strategic Wealth Group state an account minimum?**
Its Form ADV Part 2A brochure dated February 14, 2026 says: "Strategic Wealth Group does not require a minimum to open an account."

**What changed in Strategic Wealth Group's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 24 to 23.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 14, 2026)

- Account minimum: None

> Strategic Wealth Group does not require a minimum to open an account.

- Flat fee: $2,500 to $25,000 (Full Financial Plan services)

> Full Financial Plan services are offered on a fixed fee basis ranging from $2,500 to $25,000.

- Hourly rate: $500 an hour (Hourly Consultation Services)

> Hourly Consultation Services are offered based on an hourly fee of $500 per hour.

- Flat fee: $25,000 a year (Ongoing financial planning services)

> Ongoing financial planning services are offered for a flat fee of up to $25,000 per year.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,537,238,398
- Discretionary: $1,537,238,398
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,347 | $460,505,939 |
| High net worth individuals | 1,177 | $1,053,492,270 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $11,960,843 |
| Charitable organizations | 7 | $8,228,019 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 9 | $3,051,327 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2016 (10 years)
- Employees: 23 total, 23 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, AZ, CA, CO, FL, GA, IA, IL, LA, MI, MN, MO, MT, NC, ND, NE, NH, NY, PA, SC, SD, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Andover, MN
- Excelsior, MN
- Hastings, MN
- Lino Lakes, MN
- Owatonna, MN
- Plymouth, MN
- Rochester, MN

### Websites listed on Form ADV (Item 1.I)
- jonrienstra.com
- runningwealthmanagement.com
- saltf.com
- strategicwg.net
- swgria.com
- LinkedIn @IN.CHAD-LEA-78426814
- LinkedIn @AMANDA-BERRY-CFP®-61421320A
- LinkedIn @CHRIS-HAMILTON-68B800126
- LinkedIn @GEORGE-MULWEE-5585148
- LinkedIn @JACK-GARRISON-B70410188
- LinkedIn @JARED-LEA-CFP®-34120688
- LinkedIn @JOHNWLINDBERG
- LinkedIn @JON-RIENSTRA-CRPC®-07AB976
- LinkedIn @MATTHEW-PETERSON-7182606
- LinkedIn @NATE-RICHTER-CFP-®-28B86822
- LinkedIn @NATHAN-RUNNING-CFP®-AIF®-3907656
- LinkedIn @ROB-LANDGRAF-CFP®-50692611
- LinkedIn @SCOTT1107
- LinkedIn @TYLER-HIRTH-A679179
- LinkedIn @TYLER-KUSKE-B8483A38
- X @LPLJON

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $780,082,043 | 19 | March 9, 2021 |
| October 2022 | $754,575,762 | 18 | September 26, 2022 |
| October 2023 | $777,268,953 | 21 | September 19, 2023 |
| October 2024 | $932,425,171 | 17 | August 2, 2024 |
| October 2025 | $1,029,281,614 | 23 | June 16, 2025 |
| October 2026 | $1,537,238,398 | 23 | June 11, 2026 |

Regulatory assets under management: $780,082,043 in the October 2021 data and $1,537,238,398 in the October 2026 data, up 97%.
Total employees: 19 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 24 to 23.

### March 2026
- Regulatory assets under management went from $1,029,281,614 to $1,537,238,398 (+49%).

### December 2025
- Employees performing advisory functions went from 23 to 24.
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Wealth Group (CRD 284430): Form ADV filing data as of October 2026.