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STRATEGIC WEALTH GROUP

EDEN PRAIRIE, MN · CRD 284430 · IAPD ↗ · runningwealthmanagement.com · 952-843-4944

$1.54BRegulatory AUM
23Advisory reps
23Employees
6Clients
1-10Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
March 2026 — STRATEGIC WEALTH GROUP reported RAUM up 49% ($1.03B -> $1.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2025 — STRATEGIC WEALTH GROUP notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2025 — STRATEGIC WEALTH GROUP added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
74
May 2025 — STRATEGIC WEALTH GROUP grew from 20 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2025 — STRATEGIC WEALTH GROUP added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
March 2025 — STRATEGIC WEALTH GROUP crossed $1B in regulatory AUM ($932.4M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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