DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

STRATEGIC WEALTH GROUP

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC, CRD 284430

EDEN PRAIRIE, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c9c49152-fe66-660d-bb24-958430ea5e52

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 38
Dated events: 16
On other graphs: 0
Observed: Jul 26, 2016 to Jun 11, 2026
81 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=19.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-06-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $1.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 23
RAUM per advisor: $66.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 23
Advisory employees: 23
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 6,600
Individual clients: 2,347
High net worth clients: 1,177
SEC number: 801-108208
CRD: 284430
Filings on the tape: 81
First filed: Jul 26, 2016
Latest filed: Jun 11, 2026
Organised: Limited Liability Company, MN
Website: runningwealthmanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK IAN MAGNUSON	Certified Financial Planner	EDEN PRAIRIE, MN	12	43	1	yes
JONATHAN DAVID RIENSTRA	n/a	Excelsior, MN \| EDEN PRAIRIE, MN	10	16	2	yes
NATHANIEL HVID RUNNING	Certified Financial Planner	EDEN PRAIRIE, MN	10	28	2	yes
PAUL STEPHAN BURMEISTER	n/a	Hastings, MN \| EDEN PRAIRIE, MN	10	22	3	yes
TYLER DAVID HIRTH	Certified Financial Planner	EDEN PRAIRIE, MN	10	19	2	yes
NATHAN ALLEN RICHTER	Certified Financial Planner	Plymouth, MN \| EDEN PRAIRIE, MN	9	27	3	yes
MATTHEW A. PETERSON	n/a	Plymouth, MN \| EDEN PRAIRIE, MN	9	24	2	yes
GEORGE WILLIAM MULWEE	n/a	EDEN PRAIRIE, MN	9	26	2	yes
Jared Dean Lea	Certified Financial Planner	EDEN PRAIRIE, MN	8	13	n/a	yes
CHRISTOPHER JAMES HAMILTON	n/a	EDEN PRAIRIE, MN	6	19	2	yes
Tyler James Kuske	Certified Financial Planner	EDEN PRAIRIE, MN	6	11	2	yes
CHAD MITCHELL LEA	n/a	EDEN PRAIRIE, MN	6	30	n/a	yes
AMANDA SUZANNE BERRY	Certified Financial Planner	EDEN PRAIRIE, MN	5	11	n/a	yes
ROBERT TROY LANDGRAF	Certified Financial Planner	EDEN PRAIRIE, MN \| Rochester, MN	4	19	2	no
Jack David Garrison	Certified Financial Planner	EDEN PRAIRIE, MN	3	14	n/a	yes
JOHN WILLIAM LINDBERG	Certified Financial Planner	EDEN PRAIRIE, MN	3	19	2	yes
NICHOLAS WILLIAM DAVIDSON	n/a	EDEN PRAIRIE, MN \| Rochester, MN	1	15	1	no
CHARLES ROBERT HUTCHINSON	Certified Financial Planner	EDEN PRAIRIE, MN	1	12	2	yes
BENJAMIN DANIEL OLLILA	Certified Financial Planner	EDEN PRAIRIE, MN \| Lino Lakes, MN	1	19	1	yes
MICHAEL GEORGE TRUDEAU	Certified Financial Planner	Lino Lakes, MN \| EDEN PRAIRIE, MN	1	17	1	yes
MATTHEW JOHN MERRICK	n/a	EDEN PRAIRIE, MN \| Lino Lakes, MN	1	11	1	yes
Benjamin John Prchal	n/a	Lino Lakes, MN \| EDEN PRAIRIE, MN	1	10	1	yes
DANIEL LEE SIGURDSON	n/a	EDEN PRAIRIE, MN \| Plymouth, MN	0	38	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MULWEE, GEORGE, WILLIAM	CHIEF COMPLIANCE OFFICER	Na	yes	07/2017	Jun 11, 2026	Jun 11, 2026
RUNNING WEALTH MANAGEMENT GROUP	Owner	E	yes	07/2024	Jun 11, 2026	Jun 11, 2026
HIRTH, TYLER, DAVID	CEO/SOLE OWNER	E	yes	07/2024	Aug 20, 2018	Nov 18, 2024
RUNNING WEALTH MANAGEMENT GROUP MN, INC.	Owner	E	yes	07/2024	Aug 2, 2024	Nov 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Plymouth	Mn	United States	4	yes
Andover	Mn	United States	3	yes
Rochester	Mn	United States	2	no
ARDEN HILLS	Mn	United States	1	yes
Excelsior	Mn	United States	1	yes
Hastings	Mn	United States	1	yes
Owatonna	Mn	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 14, 2026	$1.5B	$1.5B	24	24	7	n/a	n/a
2024	Feb 4, 2025	$1.0B	$1.0B	19	19	9	n/a	n/a
2023	Mar 22, 2024	$833M	$833M	18	18	8	n/a	n/a
2022	Jan 9, 2023	$651M	$651M	20	20	10	n/a	n/a
2021	Jan 13, 2022	$898M	$898M	19	19	10	n/a	n/a
2020	Jan 21, 2021	$780M	$780M	18	18	10	n/a	n/a
2019	Feb 18, 2020	$609M	$609M	20	20	11	n/a	n/a
2018	Mar 4, 2019	$503M	$503M	18	18	11	n/a	n/a
2017	Feb 28, 2018	$343M	$343M	15	15	8	n/a	n/a
2016	Mar 1, 2017	$203M	$145M	11	11	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	4.3%	0	0	0	8	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	$1.0B	48.2%	$651M	33.1%	23	19	7	9

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BOYUM WEALTH ARCHITECTS LLC	2	May 28, 2025	Jun 12, 2025	EDEN PRAIRIE, MN	Team lift out	RIA to RIA	8.3%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THRIVENT INVESTMENT MANAGEMENT INC.	4	May 2, 2025	May 1, 2025	LINO LAKES, MN	Team lift out	Ibd to RIA	0.2%
GREAT VALLEY ADVISOR GROUP, LLC	2	May 1, 2017	May 8, 2017	BERWYN, PA	Team lift out	Other	4.3%
CETERA ADVISORS LLC	4	Aug 8, 2016	Aug 11, 2016	MINNETONKA, MN	Team lift out	Other	1.2%

Relationships

Registered with (31)

← DANIEL LEE SIGURDSONAdvisorregistration: current employment
Oct 1, 2025 to presentfactForm ADV
← MARK IAN MAGNUSONAdvisorregistration: current employment
May 28, 2025 to presentfactForm ADV
← BENJAMIN DANIEL OLLILAAdvisorregistration: current employment
May 1, 2025 to presentfactForm ADV
← MICHAEL GEORGE TRUDEAUAdvisorregistration: current employment
May 1, 2025 to presentfactForm ADV
← MATTHEW JOHN MERRICKAdvisorregistration: current employment
May 1, 2025 to presentfactForm ADV
← Benjamin John PrchalAdvisorregistration: current employment
May 1, 2025 to presentfactForm ADV
← CHARLES ROBERT HUTCHINSONAdvisorregistration: current employment
Apr 14, 2025 to presentfactForm ADV
← NICHOLAS WILLIAM DAVIDSONAdvisorregistration: current employment
Oct 28, 2024 to presentfactForm ADV
← JOHN WILLIAM LINDBERGAdvisorregistration: current employment
Jan 6, 2023 to presentfactForm ADV
← Jack David GarrisonAdvisorregistration: current employment
Dec 5, 2022 to presentfactForm ADV
← ROBERT TROY LANDGRAFAdvisorregistration: current employment
Feb 24, 2022 to presentfactForm ADV
← AMANDA SUZANNE BERRYAdvisorregistration: current employment
Feb 17, 2021 to presentfactForm ADV
← CHAD MITCHELL LEAAdvisorregistration: current employment
Dec 3, 2019 to presentfactForm ADV
← Tyler James KuskeAdvisorregistration: current employment
Nov 19, 2019 to presentfactForm ADV
← CHRISTOPHER JAMES HAMILTONAdvisorregistration: current employment
Nov 8, 2019 to presentfactForm ADV
← Jared Dean LeaAdvisorregistration: current employment
Feb 27, 2018 to presentfactForm ADV
← GEORGE WILLIAM MULWEEAdvisorregistration: current employment
Aug 4, 2017 to presentfactForm ADV
← MATTHEW A. PETERSONAdvisorregistration: current employment
May 8, 2017 to presentfactForm ADV
← NATHAN ALLEN RICHTERAdvisorregistration: current employment
May 5, 2017 to presentfactForm ADV
← JONATHAN DAVID RIENSTRAAdvisorregistration: current employment
Aug 11, 2016 to presentfactForm ADV
← NATHANIEL HVID RUNNINGAdvisorregistration: current employment
Aug 11, 2016 to presentfactForm ADV
← PAUL STEPHAN BURMEISTERAdvisorregistration: current employment
Aug 11, 2016 to presentfactForm ADV
← TYLER DAVID HIRTHAdvisorregistration: current employment
Aug 11, 2016 to presentfactForm ADV
← JON THOMAS KATTKEAdvisorregistration: previous registration
Mar 1, 2017 to Jun 11, 2026factForm ADV
← SCOTT Lee SCHNEIDERMANNAdvisorregistration: previous registration
Apr 26, 2017 to May 28, 2025factForm ADV
← Christopher Daniel MillerAdvisorregistration: previous registration
Feb 4, 2025 to May 28, 2025factForm ADV
← John Peter DittrichAdvisorregistration: previous registration
Oct 16, 2018 to Oct 31, 2023factForm ADV
← Kadee I WatkinsAdvisorregistration: previous registration
Aug 9, 2023 to Oct 5, 2023factForm ADV
← KEITH ALLEN SEVERSONAdvisorregistration: previous registration
Oct 10, 2018 to Jun 30, 2022factForm ADV
← CHRISTOPHER WAYNE GERBERAdvisorregistration: previous registration
Apr 19, 2018 to Dec 31, 2020factForm ADV
and 1 more

Moved with (4)

→ BOYUM WEALTH ARCHITECTS LLCRegistered adviser2 advisors, team lift out, same day
May 28, 2025 to Jun 12, 2025factForm ADV
← THRIVENT INVESTMENT MANAGEMENT INC.Registered adviser4 advisors, team lift out, same day
May 2, 2025 to May 1, 2025factForm ADV
← GREAT VALLEY ADVISOR GROUP, LLCRegistered adviser2 advisors, team lift out, same day
May 1, 2017 to May 8, 2017factForm ADV
← CETERA ADVISORS LLCRegistered adviser4 advisors, team lift out
Aug 8, 2016 to Aug 11, 2016factForm ADV

Controls (3)

← MULWEE, GEORGE, WILLIAMOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 3, 2017 to Nov 18, 2024factForm ADV
← HIRTH, TYLER, DAVIDOwnerCEO/SOLE OWNER, ownership code E, individual
Aug 20, 2018 to Nov 18, 2024factForm ADV
← RUNNING WEALTH MANAGEMENT GROUP MN, INC.OwnerOWNER, ownership code E, domestic entity
Aug 2, 2024 to Nov 18, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 11, 2026
Advisor changed firm
Jon Thomas Kattke left Strategic Wealth Group for Mml Investors Services, Llc (registered 2026-06-11)
Form ADVobserved 4 days ago
Occurred
Feb 14, 2026
Regulatory AUM changed
Strategic Wealth Group reported RAUM $1.5B, up 49% from $1.0B (2025-11-14 to 2026-02-14)
Form ADVobserved 4 days ago
$508M
Occurred
May 28, 2025
Team lift-out
2 advisors left Strategic Wealth Group (Eden Prairie, MN) for Boyum Wealth Architects LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
May 28, 2025
Advisor changed firm
Scott Lee Schneidermann left Strategic Wealth Group for Boyum Wealth Architects Llc (registered 2025-06-10)
Form ADVobserved 4 days ago
Occurred
May 28, 2025
Advisor changed firm
Christopher Daniel Miller left Strategic Wealth Group for Boyum Wealth Architects Llc (registered 2025-06-12)
Form ADVobserved 4 days ago
Occurred
May 2, 2025
Team lift-out
4 advisors left Thrivent Investment Management Inc. (Lino Lakes, MN) for Strategic Wealth Group on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Jul 18, 2024
Control person joined
David Tyler Hirth (Managing Member) appeared on Schedule A of Strategic Wealth Group
Form ADVobserved 4 days ago
Occurred
Jul 18, 2024
Control person left
Hvid Nathaniel Running (Managing Member) no longer on Schedule A of Strategic Wealth Group (listed 2024-06-26, absent 2024-07-18)
Form ADVobserved 4 days ago
Occurred
Oct 31, 2023
Advisor changed firm
John Peter Dittrich left Strategic Wealth Group for Dittrich Financial Group Llc (registered 2023-08-04)
Form ADVobserved 4 days ago
Occurred
Oct 5, 2023
Advisor changed firm
Kadee I Watkins left Strategic Wealth Group for Morgan Stanley (registered 2023-11-10)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2022
Advisor changed firm
Keith Allen Severson left Strategic Wealth Group for Lifeworks Advisors, Llc (registered 2021-11-23)
Form ADVobserved 4 days ago
Occurred
Jan 21, 2021
Regulatory AUM changed
Strategic Wealth Group reported RAUM $780.1M, up 33% from $585.9M (2021-01-05 to 2021-01-21)
Form ADVobserved 4 days ago
$194M
Occurred
Aug 20, 2018
Succession filed (Item 4)
Strategic Wealth Group Registered Investment Advisor, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Jun 26, 2018
Regulatory AUM changed
Strategic Wealth Group reported RAUM $445.6M, up 31% from $339.1M (2018-05-23 to 2018-06-26)
Form ADVobserved 4 days ago
$106M
Occurred
Jul 26, 2016
First Form ADV filing
Strategic Wealth Group Registered Investment Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Feb 28, 2018
Strategic Wealth Group reported 15 state-registered advisory representatives, up from 1 (2017-11-28 to 2018-02-28)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c9c49152-fe66-660d-bb24-958430ea5e52
First observed: Jul 26, 2016
Last observed: Jun 11, 2026 3 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.

STRATEGIC WEALTH GROUP

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC, CRD 284430

EDEN PRAIRIE, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c9c49152-fe66-660d-bb24-958430ea5e52

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK IAN MAGNUSON

Certified Financial Planner

EDEN PRAIRIE, MN

yes

JONATHAN DAVID RIENSTRA

n/a

Excelsior, MN | EDEN PRAIRIE, MN

yes

NATHANIEL HVID RUNNING

Certified Financial Planner

EDEN PRAIRIE, MN

yes

PAUL STEPHAN BURMEISTER

n/a

Hastings, MN | EDEN PRAIRIE, MN

yes

TYLER DAVID HIRTH

Certified Financial Planner

EDEN PRAIRIE, MN

yes

NATHAN ALLEN RICHTER

Certified Financial Planner

Plymouth, MN | EDEN PRAIRIE, MN

yes

MATTHEW A. PETERSON

n/a

Plymouth, MN | EDEN PRAIRIE, MN

yes

GEORGE WILLIAM MULWEE

n/a

EDEN PRAIRIE, MN

yes

Jared Dean Lea

Certified Financial Planner

EDEN PRAIRIE, MN

n/a

yes

CHRISTOPHER JAMES HAMILTON

n/a

EDEN PRAIRIE, MN

yes

Tyler James Kuske

Certified Financial Planner

EDEN PRAIRIE, MN

yes

CHAD MITCHELL LEA

n/a

EDEN PRAIRIE, MN

n/a

yes

AMANDA SUZANNE BERRY

Certified Financial Planner

EDEN PRAIRIE, MN

n/a

yes

ROBERT TROY LANDGRAF

Certified Financial Planner

EDEN PRAIRIE, MN | Rochester, MN

Jack David Garrison

Certified Financial Planner

EDEN PRAIRIE, MN

n/a

yes

JOHN WILLIAM LINDBERG

Certified Financial Planner

EDEN PRAIRIE, MN

yes

NICHOLAS WILLIAM DAVIDSON

n/a

EDEN PRAIRIE, MN | Rochester, MN

CHARLES ROBERT HUTCHINSON

Certified Financial Planner

EDEN PRAIRIE, MN

yes

BENJAMIN DANIEL OLLILA

Certified Financial Planner

EDEN PRAIRIE, MN | Lino Lakes, MN

yes

MICHAEL GEORGE TRUDEAU

Certified Financial Planner

Lino Lakes, MN | EDEN PRAIRIE, MN

yes

MATTHEW JOHN MERRICK

n/a

EDEN PRAIRIE, MN | Lino Lakes, MN

yes

Benjamin John Prchal

n/a

Lino Lakes, MN | EDEN PRAIRIE, MN

yes

DANIEL LEE SIGURDSON

n/a

EDEN PRAIRIE, MN | Plymouth, MN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MULWEE, GEORGE, WILLIAM

CHIEF COMPLIANCE OFFICER

yes

07/2017

Jun 11, 2026

RUNNING WEALTH MANAGEMENT GROUP

Owner

yes

07/2024

Jun 11, 2026

HIRTH, TYLER, DAVID

CEO/SOLE OWNER

yes

07/2024

Aug 20, 2018

Nov 18, 2024

RUNNING WEALTH MANAGEMENT GROUP MN, INC.

Owner

yes

07/2024

Aug 2, 2024

Nov 18, 2024

City

State

Country

Employees

Also broker-dealer

Plymouth

United States

yes

Andover

United States

yes

Rochester

United States

ARDEN HILLS

United States

yes

Excelsior

United States

yes

Hastings

United States

yes

Owatonna

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 14, 2026

$1.5B

n/a

2024

Feb 4, 2025

$1.0B

n/a

2023

Mar 22, 2024

$833M

n/a

2022

Jan 9, 2023

$651M

n/a

2021

Jan 13, 2022

$898M

n/a

2020

Jan 21, 2021

$780M

n/a

2019

Feb 18, 2020

$609M

n/a

2018

Mar 4, 2019

$503M

n/a

2017

Feb 28, 2018

$343M

n/a

2016

Mar 1, 2017

$203M

$145M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

4.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$1.0B

48.2%

$651M

33.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BOYUM WEALTH ARCHITECTS LLC

May 28, 2025

Jun 12, 2025

EDEN PRAIRIE, MN

Team lift out

RIA to RIA

8.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THRIVENT INVESTMENT MANAGEMENT INC.

May 2, 2025

May 1, 2025

LINO LAKES, MN

Team lift out

Ibd to RIA

0.2%

GREAT VALLEY ADVISOR GROUP, LLC

May 1, 2017

May 8, 2017

BERWYN, PA

Team lift out

Other

4.3%

CETERA ADVISORS LLC

Aug 8, 2016

Aug 11, 2016

MINNETONKA, MN

Team lift out

Other

1.2%