# Strategic Wealth Solutions, LLC

> Strategic Wealth Solutions, LLC is a state-registered investment advisory firm in Urbandale, IA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 327745
- Filed as: STRATEGIC WEALTH  SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Urbandale, IA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327745
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-wealth-solutions-llc-urbandale-ia-327745

## Quick answers

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

**Where is Strategic Wealth Solutions, LLC located?**
Strategic Wealth Solutions, LLC's principal office is in Urbandale, IA, according to its Form ADV.

**Is Strategic Wealth Solutions, LLC registered with the SEC or a state?**
Strategic Wealth Solutions, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327745.

**How much does Strategic Wealth Solutions, LLC manage?**
Strategic Wealth Solutions, LLC reports $15,347,422 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Strategic Wealth Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (1).

**Does Strategic Wealth 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/327745

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,347,422
- Discretionary: $15,347,422
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $14,090,719 |
| High net worth individuals | 1 | $1,256,703 |

### 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
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [strategicwealthsolutionsllc.com](https://strategicwealthsolutionsllc.com)
- Facebook @Strategic-Wealth-Solutions-LLC
- Instagram @mark.gelbman
- LinkedIn @mgelbman

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Wealth Solutions, LLC (CRD 327745): Form ADV filing data as of October 2026.