STRATEGIC WEALTH CAPITAL, LLC
Doing business as STRATEGIC WEALTH CAPITAL. SEC Form ADV profile.
Total regulatory AUM
$238,395,849
Discretionary
$238,395,849
Non-discretionary
$0
Firm details
- CRD number
- 326299
- SEC file number
- 801-127930
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.