← Tributary

STRATEGIC FINANCIAL MANAGEMENT, LLC

· CRD 157376 · IAPD ↗ · 732-385-9949

$166.8MRegulatory AUM
2Advisory reps
3Employees
17Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — STRATEGIC FINANCIAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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