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STRATEGIC WEALTH PLANNING

RICHARDSON, TX · CRD 149134 · IAPD ↗ · awealthplan.com · 214-727-6000

$208.6MRegulatory AUM
1Advisory reps
6Employees
15Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — STRATEGIC WEALTH PLANNING moved its main office from DALLAS, TX to RICHARDSON, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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