DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Strategic Wealth Group

Independent wealth managerEden Prairie, MinnesotaCRD 284430SEC 801-108208website IAPD

Legal name Strategic Wealth Group Registered Investment Advisor, LLC

Latest filing Jun 11, 2026

First filing on the tape Jul 26, 2016 · 81 filings

SEC status approved since Aug 2, 2016

RAUM

$1.5B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

98%

$1.5B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$66.8M

derived; firm RAUM over IAPD count

Employees

23 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

81 filings and snapshots on the tape

RAUM$1.5B as of Jun 11, 2026

Mar 1, 2017$203M then

HNW client RAUM$1.1B as of Jun 11, 2026

Feb 28, 2018$95.1M then

State-registered IARs (5.B.3)23 as of Jun 11, 2026

Mar 1, 20171 then

Employees (5.A)23 as of Jun 11, 2026

Mar 1, 201711 then

Private funds: no history

RAUM +48% over the last fiscal year+33% a year over threeIARs 19 to 23offices 9 to 7

Practice profile

derived from the filing of Jun 11, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets

RAUM per advisor: $66.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 153derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $895,066derivedHNW RAUM over HNW clients
Average account: $232,915derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 1.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.0derivedItem 5.A over advisors
Advisors per office: 2.9derived8 offices incl. principal (1.F.5)
RAUM growth, one year: +48%derivedbetween the last two annual amendments
Advisor growth, one year: +26%derivedItem 5.B.3 between annual amendments
Client growth, one year: +35%derived
Compensation: percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
Wrap fee program: $731MreportedItem 5.I
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

is an insurance broker or agent (6.A.6)
buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$1.1B69%
Individuals$461M30%
Pension and profit-sharing plans$12.0M0.8%
Charitable organizations$8.2M0.5%
Corporations and businesses$3.1M0.2%

Individual clients: 2,347reported
HNW clients: 1,177reported
Pension plan clients: 17reported
Charitable clients: 7reported
Accounts: 6,600reported
Financial planning clients: 1-10reported
Wrap fee programs: $0 sponsored, $0 managedreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=19.0derived

Advisors registered through the firm

23 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Mark Ian MagnusonCertified Financial Planner	Eden Prairie, Mn	Dec 23, 2013	43 y	1
Nathaniel Hvid RunningCertified Financial Planner	Eden Prairie, Mn	Aug 11, 2016	28 y	2
Jonathan David Rienstra	Excelsior, Mn	Aug 11, 2016	16 y	2
Paul Stephan Burmeister	Hastings, Mn	Aug 11, 2016	22 y	3
Tyler David HirthCertified Financial Planner	Eden Prairie, Mn	Aug 11, 2016	19 y	2
Nathan Allen RichterCertified Financial Planner	Plymouth, Mn	May 5, 2017	27 y	3
Matthew A. Peterson	Plymouth, Mn	May 8, 2017	24 y	2
George William Mulwee	Eden Prairie, Mn	Aug 4, 2017	26 y	2
Jared Dean LeaCertified Financial Planner	Eden Prairie, Mn	Feb 27, 2018	13 y	0
Christopher James Hamilton	Eden Prairie, Mn	Nov 8, 2019	19 y	2
Tyler James KuskeCertified Financial Planner	Eden Prairie, Mn	Nov 19, 2019	11 y	2
Chad Mitchell Lea	Eden Prairie, Mn	Dec 3, 2019	30 y	0
Amanda Suzanne BerryCertified Financial Planner	Eden Prairie, Mn	Feb 17, 2021	11 y	0
Robert Troy LandgrafCertified Financial Planner	Eden Prairie, Mn	Feb 24, 2022	19 y	2
Jack David GarrisonCertified Financial Planner	Eden Prairie, Mn	Dec 5, 2022	14 y	0
John William LindbergCertified Financial Planner	Eden Prairie, Mn	Jan 6, 2023	19 y	2
Nicholas William Davidson	Eden Prairie, Mn	Oct 28, 2024	15 y	1
Charles Robert HutchinsonCertified Financial Planner	Eden Prairie, Mn	Apr 14, 2025	12 y	2
Matthew John Merrick	Eden Prairie, Mn	May 1, 2025	11 y	1
Benjamin John Prchal	Lino Lakes, Mn	May 1, 2025	10 y	1
Michael George TrudeauCertified Financial Planner	Lino Lakes, Mn	May 1, 2025	17 y	1
Benjamin Daniel OllilaCertified Financial Planner	Eden Prairie, Mn	May 1, 2025	19 y	1
Daniel Lee Sigurdson	Eden Prairie, Mn	Oct 1, 2025	38 y	1

Advisor movement

1 left, 1 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 4.3% of current headcount5 left over 36 months

Left, latest

Jon Thomas Kattke to MML Investors Services, LLC
Jun 11, 2026 · RIA to affiliated broker-dealer or bank
Christopher Daniel Miller to Boyum Wealth Architects LLC
May 28, 2025 · RIA to RIA
Scott Lee Schneidermann to Boyum Wealth Architects LLC
May 28, 2025 · RIA to RIA
John Peter Dittrich to Dittrich Financial Group LLC
Oct 31, 2023 · RIA to a state-registered adviser
Kadee I Watkins to Morgan Stanley
Oct 5, 2023 · RIA to wirehouse
Keith Allen Severson to Lifeworks Advisors, LLC
Jun 30, 2022 · RIA to RIA
Christopher Wayne Gerber to Fidere Advisors
Dec 31, 2020 · RIA to a state-registered adviser
Tamela Jean Sperr to Advisors' Pride Inc.
Sep 9, 2019 · RIA to RIA

Joined, latest

Daniel Lee Sigurdson from Focus Financial
Oct 1, 2025 · RIA to RIA
Mark Ian Magnuson from Vantage Point Wealth Management
May 28, 2025 · RIA to RIA
Michael George Trudeau from Thrivent Investment Management Inc.
May 1, 2025 · Affiliated broker-dealer or bank to independent RIA
Benjamin John Prchal from Thrivent Investment Management Inc.
May 1, 2025 · Affiliated broker-dealer or bank to independent RIA
Benjamin Daniel Ollila from Thrivent Investment Management Inc.
May 1, 2025 · Affiliated broker-dealer or bank to independent RIA
Matthew John Merrick from Thrivent Investment Management Inc.
May 1, 2025 · Affiliated broker-dealer or bank to independent RIA
Charles Robert Hutchinson from Strategic Advisers LLC
Apr 14, 2025 · Affiliated broker-dealer or bank to independent RIA
Nicholas William Davidson from Park Avenue Securities LLC
Oct 28, 2024 · Affiliated broker-dealer or bank to independent RIA
Kadee I Watkins from LPL Financial LLC
Aug 9, 2023 · Affiliated broker-dealer or bank to independent RIA
John William Lindberg from MML Investors Services, LLC
Jan 6, 2023 · Affiliated broker-dealer or bank to independent RIA
Robert Troy Landgraf from Choreo, LLC
Feb 24, 2022 · RIA to RIA
Tyler James Kuske from Edward Jones
Nov 19, 2019 · Affiliated broker-dealer or bank to independent RIA
Christopher James Hamilton from MML Investors Services, LLC
Nov 8, 2019 · Affiliated broker-dealer or bank to independent RIA
John Peter Dittrich from Db Advisors
Oct 16, 2018 · Other
Christopher Wayne Gerber from LPL Financial LLC
Apr 19, 2018 · RIA to RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for Boyum Wealth Architects LLC
May 28, 2025 · Eden Prairie, Mn

4 joined from Thrivent Investment Management Inc.
May 2, 2025 · Lino Lakes, Mn
2 joined from Great Valley Advisor Group, LLC
May 1, 2017 · Berwyn, Pa
4 joined from Cetera Advisors LLC
Aug 8, 2016 · Minnetonka, Mn

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

William George Mulwee · Chief Compliance Officercontrol
since 07/2017 · owns less than 5%
David Tyler Hirth · Ceo/Sole Ownercontrol
since 07/2024 · owns 75% or more of Running Wealth Management Group Mn, Inc.

Entity owners

Running Wealth Management Group · Owner
direct · owns 75% or more
Running Wealth Management Group Mn, Inc. · Owner
direct · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left
Eden Prairie, Mn · principal	23	1	1
Lino Lakes, Mn	4	0	0
Plymouth, Mn	3	1	0
Rochester, Mn	2	0	0

Offices

Schedule D 1.F, the 25 largest

Plymouth, MN4 employees
Andover, MN3 employees
Rochester, MN2 employees
Owatonna, MN1 employees
Hastings, MN1 employees
Arden Hills, MN1 employees
Excelsior, MN1 employees

ADV anomalies

3 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing Jun 11, 2026
HIRTH, TYLER, DAVID (CEO/SOLE OWNER) left Schedule A between the filings of 2024-08-02 and 2026-06-11
peers: independent wealth managers, $1B to $5B (1,360)
new owner headcount expandsCombination · filing Feb 14, 2026
RUNNING WEALTH MANAGEMENT GROUP joined Schedule A on the filing of 2026-06-11; advisors 19.0 to 24.0 between the annual amendments of 2025-02-04 and 2026-02-14
peers: independent wealth managers, $1B to $5B (1,360)
RAUM up 25 %Change between filings · filing Feb 14, 2026
RAUM (Item 5.F) moved from $1,036,980,550 to $1,537,238,398 (+48.0%) between the annual amendments of 2025-02-04 and 2026-02-14; the peer median change was +17.0% (1297 comparable advisers, 92.0th percentile of changes)
peers: independent wealth managers, $1B to $5B (1,297) · 92% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Advisory employees · 24 to 23
Feb 14, 2026 to Jun 11, 2026
BD registered reps · 20 to 19
Feb 14, 2026 to Jun 11, 2026
Employees · 24 to 23
Feb 14, 2026 to Jun 11, 2026
State-registered IARs · 24 to 23
Feb 14, 2026 to Jun 11, 2026
Accounts · 5,029 to 6,600
Nov 14, 2025 to Feb 14, 2026
Charity clients · 21 to 7
Nov 14, 2025 to Feb 14, 2026
Corporate clients · 14 to 9
Nov 14, 2025 to Feb 14, 2026
HNW clients · 861 to 1,177
Nov 14, 2025 to Feb 14, 2026
Individual clients · 1,901 to 2,347
Nov 14, 2025 to Feb 14, 2026
Pension plan clients · 18 to 17
Nov 14, 2025 to Feb 14, 2026
Discretionary RAUM · $1.0B to $1.5B
Nov 14, 2025 to Feb 14, 2026
HNW RAUM · $684M to $1.1B
Nov 14, 2025 to Feb 14, 2026
Individual RAUM · $322M to $461M
Nov 14, 2025 to Feb 14, 2026
Pension RAUM · $10.0M to $12.0M
Nov 14, 2025 to Feb 14, 2026
RAUM · $1.0B to $1.5B
Nov 14, 2025 to Feb 14, 2026
Advisory employees · 23 to 24
Aug 20, 2025 to Nov 14, 2025
Employees · 23 to 24
Aug 20, 2025 to Nov 14, 2025
State-registered IARs · 23 to 24
Aug 20, 2025 to Nov 14, 2025
BD registered reps · 19 to 20
Jun 16, 2025 to Aug 20, 2025
Financial planning clients · 1-10 to 1-10
May 28, 2025 to Jun 16, 2025
Accounts · 4,831 to 5,029
May 1, 2025 to May 28, 2025
Advisory employees · 24 to 23
May 1, 2025 to May 28, 2025
BD registered reps · 20 to 19
May 1, 2025 to May 28, 2025
Charity clients · 20 to 21
May 1, 2025 to May 28, 2025
HNW clients · 833 to 861
May 1, 2025 to May 28, 2025
Individual clients · 1,786 to 1,901
May 1, 2025 to May 28, 2025
Pension plan clients · 16 to 18
May 1, 2025 to May 28, 2025
Employees · 24 to 23
May 1, 2025 to May 28, 2025
Insurance-licensed employees · 3 to 4
May 1, 2025 to May 28, 2025
State-registered IARs · 24 to 23
May 1, 2025 to May 28, 2025
Other offices · 10 to 7
May 1, 2025 to May 28, 2025
Discretionary RAUM · $1.0B to $1.0B
May 1, 2025 to May 28, 2025
HNW RAUM · $693M to $684M
May 1, 2025 to May 28, 2025
Individual RAUM · $320M to $322M
May 1, 2025 to May 28, 2025
Pension RAUM · $9.7M to $10.0M
May 1, 2025 to May 28, 2025
RAUM · $1.0B to $1.0B
May 1, 2025 to May 28, 2025
Advisory employees · 19 to 24
Feb 4, 2025 to May 1, 2025
BD registered reps · 16 to 20
Feb 4, 2025 to May 1, 2025
Employees · 19 to 24
Feb 4, 2025 to May 1, 2025
State-registered IARs · 19 to 24
Feb 4, 2025 to May 1, 2025

Signals

16 dated events

Jon Thomas Kattke left Strategic Wealth Group for Mml Investors Services, Llc (registered 2026-06-11)
Jun 11, 2026 · Advisor changed firm · fact
Strategic Wealth Group reported RAUM $1.5B, up 49% from $1.0B (2025-11-14 to 2026-02-14)
Feb 14, 2026 · RAUM change · derived
Christopher Daniel Miller left Strategic Wealth Group for Boyum Wealth Architects Llc (registered 2025-06-12)
May 28, 2025 · Advisor changed firm · fact
Scott Lee Schneidermann left Strategic Wealth Group for Boyum Wealth Architects Llc (registered 2025-06-10)
May 28, 2025 · Advisor changed firm · fact
2 advisors left Strategic Wealth Group (Eden Prairie, MN) for Boyum Wealth Architects LLC on the same day
May 28, 2025 · Team lift-out · derived
4 advisors left Thrivent Investment Management Inc. (Lino Lakes, MN) for Strategic Wealth Group on the same day
May 2, 2025 · Team lift-out · derived
David Tyler Hirth (Managing Member) appeared on Schedule A of Strategic Wealth Group
Jul 18, 2024 · Control person joined · fact
Hvid Nathaniel Running (Managing Member) no longer on Schedule A of Strategic Wealth Group (listed 2024-06-26, absent 2024-07-18)
Jul 18, 2024 · Control person left · inference
John Peter Dittrich left Strategic Wealth Group for Dittrich Financial Group Llc (registered 2023-08-04)
Oct 31, 2023 · Advisor changed firm · fact
Kadee I Watkins left Strategic Wealth Group for Morgan Stanley (registered 2023-11-10)
Oct 5, 2023 · Advisor changed firm · fact
Keith Allen Severson left Strategic Wealth Group for Lifeworks Advisors, Llc (registered 2021-11-23)
Jun 30, 2022 · Advisor changed firm · fact
Strategic Wealth Group reported RAUM $780.1M, up 33% from $585.9M (2021-01-05 to 2021-01-21)
Jan 21, 2021 · RAUM change · derived
Strategic Wealth Group Registered Investment Advisor, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Aug 20, 2018 · Succession (Item 4) · fact
Strategic Wealth Group reported RAUM $445.6M, up 31% from $339.1M (2018-05-23 to 2018-06-26)
Jun 26, 2018 · RAUM change · derived
Strategic Wealth Group reported 15 state-registered advisory representatives, up from 1 (2017-11-28 to 2018-02-28)
Feb 28, 2018 · Advisor headcount change · derived
Strategic Wealth Group Registered Investment Advisors, Llc filed its initial SEC registration (Form ADV)
Jul 26, 2016 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: crichardson@saltf.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: jhess@saltf.comreportedpublished by the firm, firm site, Sep 15, 2026
Business email: mjensen@saltf.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 763-421-5396reportedpublished by the firm, firm site, Sep 15, 2026
Website: SALTF.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 952-843-4944reportedpublic record, Form ADV, Jun 11, 2026
Team page: saltf.com/teamreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $66.8Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026