# Strategic Wealth Management LLC

> Strategic Wealth Management LLC is a state-registered investment advisory firm in South Natick, MA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 335792
- Filed as: STRATEGIC WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: South Natick, MA
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335792
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-wealth-management-llc-south-natick-ma-335792

## 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Strategic Wealth Management LLC registered with the SEC or a state?**
Strategic Wealth Management LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335792.

**How much does Strategic Wealth Management LLC manage?**
Strategic Wealth Management LLC reports $79,490,963 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (95% discretionary).

**What types of clients does Strategic Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (134); individuals (other than high net worth individuals) (47).

**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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335792

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $79,490,963
- Discretionary: $75,653,789
- Non-discretionary: $3,837,174

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $5,285,565 |
| High net worth individuals | 134 | $74,205,398 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [strategic-wealth.com](https://strategic-wealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Wealth Management LLC (CRD 335792): Form ADV filing data as of October 2026.