# Strategic Wealth Management, LLC

> Strategic Wealth Management, LLC is an SEC-registered investment advisory firm in Bedford, TX, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 171908
- Filed as: STRATEGIC WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bedford, TX
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171908
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-wealth-management-llc-bedford-tx-171908

## Quick answers

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

**Where is Strategic Wealth Management, LLC located?**
Strategic Wealth Management, LLC's principal office is in Bedford, TX, according to its Form ADV.

**Is Strategic Wealth Management, LLC registered with the SEC or a state?**
Strategic Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 171908.

**How much does Strategic Wealth Management, LLC manage?**
Strategic Wealth Management, LLC reports $157,762,701 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Strategic Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Strategic Wealth Management, LLC: Regulatory assets under management: $133,436,520 in the October 2021 data and $157,762,701 in the October 2026 data, up 18%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (64); corporations or other businesses not listed above (2).

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

**Does Strategic Wealth Management, LLC 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/171908

**What changed in Strategic Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $130,513,205 to $157,762,701 (+21%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $157,762,701
- Discretionary: $157,762,701
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $29,448,905 |
| High net worth individuals | 64 | $127,311,675 |
| Corporations or other businesses not listed above | 2 | $1,002,121 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- strategicwealthmgmt.com
- LinkedIn @strategic-wealth-mgmt-llc
- LinkedIn @KAREN-PENCE-B64600A9
- LinkedIn @MATT-CONDIT-CFP®-84AB6422
- LinkedIn @MICHAEL-HORNUNG-CFP®-BBBAB978

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $133,436,520 | 5 | March 18, 2021 |
| October 2022 | $157,500,398 | 5 | March 23, 2022 |
| October 2023 | $132,457,538 | 5 | August 31, 2023 |
| October 2024 | $117,839,908 | 5 | June 25, 2024 |
| October 2025 | $130,513,205 | 5 | March 20, 2025 |
| October 2026 | $157,762,701 | 4 | March 9, 2026 |

Regulatory assets under management: $133,436,520 in the October 2021 data and $157,762,701 in the October 2026 data, up 18%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $130,513,205 to $157,762,701 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Wealth Management, LLC (CRD 171908): Form ADV filing data as of October 2026.