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STRATEGIC WEALTH MANAGEMENT GROUP

NEW YORK, NY · CRD 125882 · IAPD ↗ · swmgrp.com · 212-489-0100

$832.9MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — STRATEGIC WEALTH MANAGEMENT GROUP notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — STRATEGIC WEALTH MANAGEMENT GROUP notice-filed in CO, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — STRATEGIC WEALTH MANAGEMENT GROUP notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.