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STRUCTURED WEALTH MANAGEMENT, INC.

TOLEDO, OH · CRD 146611 · IAPD ↗ · structuredplan.com · 419-517-1227

$226.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — STRUCTURED WEALTH MANAGEMENT, INC. reported RAUM up 34% ($169.0M -> $226.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2025 — STRUCTURED WEALTH MANAGEMENT, INC. (TOLEDO, OH) is newly SEC-registered with $169.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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