This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0

Regulatory AUM

$158MItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$158M

Private client RAUM

$157MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$78.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

353

Individual clients

110

High net worth clients

64

Custody, client assets

$29.9M

SEC number

801-112757

CRD

171908

Filings on the tape

20

First filed

Mar 2, 2018

Latest filed

Mar 9, 2026

Organised

Limited Liability Company, TX

• Occurred

  Oct 8, 2020
  Control person left

  Marie Jeanine Benenati (Chief Compliance Officer) no longer on Schedule A of Strategic Wealth Management, Llc (listed 2020-06-10, absent 2020-10-08)

  Form ADVobserved 5 days ago
• Occurred

  Jan 31, 2019
  Succession filed (Item 4)

  Strategic Wealth Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)

  Form ADVobserved 5 days ago
• Occurred

  Jan 31, 2019
  Control person joined

  M Matthew Condit (President) appeared on Schedule A of Strategic Wealth Management, Llc

  Form ADVobserved 5 days ago
• Occurred

  Mar 2, 2018
  First Form ADV filing

  Strategic Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b7d03f61-9c23-64a3-cdb4-040a21ee9ef3

First observed

Mar 2, 2018

Last observed

Mar 9, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.