# Strategic Wealth Management Solutions, LLC

> Strategic Wealth Management Solutions, LLC is a state-registered investment advisory firm, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 150728
- Filed as: STRATEGIC WEALTH MANAGEMENT SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150728
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-wealth-management-solutions-llc-150728

## Quick answers

**How is Strategic Wealth Management Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Wealth Management Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Strategic Wealth Management Solutions, LLC registered with the SEC or a state?**
Strategic Wealth Management Solutions, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150728.

**How much does Strategic Wealth Management Solutions, LLC manage?**
Strategic Wealth Management Solutions, LLC reports $32,277,467 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (56% discretionary).

**What types of clients does Strategic Wealth Management Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); other (15); high net worth individuals (9).

**Does Strategic Wealth Management Solutions, 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/150728

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $32,277,467
- Discretionary: $17,958,442
- Non-discretionary: $14,319,025

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $2,507,723 |
| High net worth individuals | 9 | $4,936,915 |
| 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) | 0 | $0 |
| Charitable organizations | 1 | $34,201 |
| 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 | 1 | $427,868 |
| Other | 15 | $24,370,760 |

### 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
- Other

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [feeonlynetwork.com/financial-advisor/arthur-jones](https://feeonlynetwork.com/financial-advisor/arthur-jones)
- [findmyfiduciary.com/all-advisors](https://findmyfiduciary.com/all-advisors)
- [swmsllc.com](https://swmsllc.com)
- LinkedIn @arthur-jones-cfa-a14310231

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Wealth Management Solutions, LLC (CRD 150728): Form ADV filing data as of October 2026.