Strategic Wealth Management
Finance · Illinois, United States · 11-50 Employees
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Overview
Headquarters
520 Lake Cook Rd Ste 520, Deerfield, Ill...Phone Number
(817) 391-1090Website
www.strategicwealthmgmt.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
2
About Strategic Wealth Management
Founded in 2008, Strategic Wealth Partners (SWP) is an investment advisory and financial planning firm. SWP provides wealth strategies and independent, objective advice to ultra-high net worth and high net worth individuals and institutions. SWP is Headquartered in Deerfield, Illinois.Explore more
Strategic Wealth Management Org Chart
WB
President
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Revenue
Number of Employees
Type
Funding
Founded In
Strategic Wealth Manageme...
<$5M
11-50
Private
<$5M
1999
Matthew ConditPresident & Chief Compliance Officer
Company Profile Activity
Activity Insights
Strategic Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Strategic Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Strategic Wealth Management.
Strategic Wealth Management financials insights
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2020
Debt
$150K
Strategic Wealth Management Tech Stack
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Most Recent Scoops
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Open Position
Facilities Relocation / Expansion
Strategic Wealth Management is planning to move its offices in April 2022. The move will impact approximately 35 employees at their existing office located at 5005 Rockside Road, Suite # 1200, Independence, OH.
Facilities Relocation/Expansion
Funding
Strategic Wealth Management News & Media
Strategic Wealth Partners Celebrates 15th Anniversary; the firm...
Strategic Wealth Partners Group, LLC, an independently managed wealth management firm with offices in Chicago and Milwaukee, has reached an exciting milestone this year: the firm’s 15th anniversary. (PRWeb May 18, 2023) Read the full story at https://www.prweb.com/releases/2023/05/prweb19337005.htmRuben Rivas Joins Strategic Wealth Partners in Milwaukee
Rivas is the third advisor to join the firm in 2023 following the additions of Michael Tuber and Ben Bremen. Rivas will work in the firm’s Milwaukee office, helping to expand the firm’s footprint and... (PRWeb February 21, 2023) Read the full story at https://www.prweb.com/releases/2023/2/prweb19179643.htmMichael Tuber Joins Strategic Wealth Partners Group, LLC
Tuber joins Strategic Wealth Partners from JPMorgan Chase & Co., where he worked for over 12 years, most recently as Vice President - Private Client Advisor. (PRWeb February 15, 2023) Read the full story at https://www.prweb.com/releases/2023/2/prweb19171915.htmBen Bremen, CPA, CFP® Joins Strategic Wealth Partners Group, LLC
Strategic Wealth Partners Group, LLC, an independent wealth management firm with offices in Chicago and Milwaukee, announced today that Ben Bremen, CPA, CFP® has joined the firm as a Wealth Advisor. (PRWeb January 10, 2023) Read the full story at https://www.prweb.com/releases/2023/1/prweb19105086.htm
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Founded in 2008, Strategic Wealth Partners (SWP) is an investment advisory and financial planning firm. SWP provides wealth strategies and independent, objective advice to ultra-high net worth and high net worth individuals and institutions. SWP is Headquartered in Deerfield, Illinois.... Read More
