Strategic Wealth Group

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

7820 Terrey Pine Ct Ste 200, Eden Prairi...

Phone Number

(952) 843-4944

Revenue

$8.2 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
1
2

About Strategic Wealth Group

Strategic Wealth Group, based in Eden Prairie, MN, specializes in financial planning and wealth advisory services. Their dedicated team of financial advisors employs sophisticated financial, tax, and estate planning strategies to cater to the evolving needs of their clients. The firm is committed to building long-term relationships and providing personalized guidance to help clients achieve their financial goals. With a focus on independent, research-based processes, they aim to ensure stable and ongoing support for clients throughout their financial journeys.Explore more
Strategic Wealth Group's Social MediaPopular SearchesStrategic Wealth GroupSIC Code 62,628NAICS Code 52,523Show more

Strategic Wealth Group Org Chart

PhoneEmail
GM
United States flag for contact location.

Chief Compliance Officer & Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategic Wealth Group

$8.2M
11-50
Private
-
-
GM
George MulweeChief Compliance Officer & Wealth Advisor
$6.3M
11-50
Private
-
2004
LF
Linda FlynnVice President Long Term Care
<$5M
1-10
Private
-
-
ST
Sean TyllVice President, Co-Founder
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
-
CG
Caroline GayleFinancial Planner
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Strategic Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Strategic Wealth Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Strategic Wealth Group.

Strategic Wealth Group Tech Stack

A closer look at the technologies used by Strategic Wealth Group

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Frequently Asked Questions Regarding Strategic Wealth Group

What is Strategic Wealth Group's official website?
Strategic Wealth Group's official website is www.strategicwg.net
What is Strategic Wealth Group's Revenue?
Strategic Wealth Group's revenue is $8.2 Million
What is Strategic Wealth Group's SIC code?
Strategic Wealth Group's SIC: 62,628
What is Strategic Wealth Group's NAICS code?
Strategic Wealth Group's NAICS: 52,523
How many employees does Strategic Wealth Group have?
Strategic Wealth Group has 11-50 employees
What industry does Strategic Wealth Group belong to?
Strategic Wealth Group is in the industry of: Finance, Securities Trading
What is Strategic Wealth Group competition?
Strategic Wealth Group top competitors include: Applewhite Tyll Retirement Planners, Botkin Family Wealth Management, Trinity Wealth Management, Strategic Financial Partners
What technology does Strategic Wealth Group use?
Some of the popular technologies that Strategic Wealth Group uses are: Cloudflare Website Optimization, Datadog, HubSpot, Google Font API
How do I contact Strategic Wealth Group?
Strategic Wealth Group contact info: Phone number: (952) 843-4944 Website: www.strategicwg.net
What does Strategic Wealth Group do?

Strategic Wealth Group, based in Eden Prairie, MN, specializes in financial planning and wealth advisory services. Their dedicated team of financial advisors employs sophisticated financial, tax, and estate planning strategies to cater to the evolving needs of their clients. The firm is committed to building long-term relationships and providing pe... rsonalized guidance to help clients achieve their financial goals. With a focus on independent, research-based processes, they aim to ensure stable and ongoing support for clients throughout their financial journeys.Read More

What are Strategic Wealth Group social media links?
Strategic Wealth Group Linkedin page
Is Strategic Wealth Group a public company?
Strategic Wealth Group is private company therefore does not currently have an official ticker symbol
See more information about Strategic Wealth Group

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