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STRATEGIC ASSET MANAGEMENT LLC.

ROCHESTER, MN · CRD 306384 · IAPD ↗ · strategicassetmgt.com · 888-526-8755

$218.3MRegulatory AUM
10Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — STRATEGIC ASSET MANAGEMENT LLC. added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
February 2026 — STRATEGIC ASSET MANAGEMENT LLC. grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
February 2026 — STRATEGIC ASSET MANAGEMENT LLC. reported RAUM up 75% ($124.4M -> $218.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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