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STRATEGIC WEALTH GROUP
Legal name: STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC
CRD 284430File 801-108208
APPROVED
Retail clients
Filing as of Jun 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.54B
Above cohort median (national)
Discretionary AUM
$1.54B
Clients
3,557
6,600 accounts
Employees
23
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 2, 2016
- Principal office
- 7820 TERREY PINE CT, #200, EDEN PRAIRIE, MN, 55347
- Phone
- 952-843-4944
- Website
- HTTPS://STRATEGICWG.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.54B
- Discretionary AUM
- $1.54B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,600
- Non-discretionary accounts
- 0
- Total accounts
- 6,600
- AUM per client
- $432K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $3.1M |
| Charitable organizations | 7 | $8.2M |
| High net worth individuals | 1,177 | $1.05B |
| Pension and profit sharing plans | 17 | $12.0M |
| Individuals (other than high net worth individuals) | 2,347 | $460.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 24 | 23 | decreased by1 |
| Mar 1, 2026 | Clients | 2,815 | 3,557 | increased by742 |
| Mar 1, 2026 | AUM | $1,029,281,614 | $1,537,238,398 | increased by$507,956,784 |
| Mar 1, 2026 | Accounts | 5,029 | 6,600 | increased by1,571 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 2,669 | 2,815 | increased by146 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,036,980,550 | $1,029,281,614 | decreased by$7,698,936 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 4,831 | 5,029 | increased by198 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 24 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,123 | 2,669 | increased by546 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $754,575,762 | $1,036,980,550 | increased by$282,404,788 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,481 | 4,831 | increased by1,350 |
| Jul 1, 2022 | Employees | 20 | 18 | decreased by2 |
| May 1, 2022 | Clients | 2,085 | 2,123 | increased by38 |
| May 1, 2022 | AUM | $898,373,842 | $754,575,762 | decreased by$143,798,080 |
| May 1, 2022 | Accounts | 3,356 | 3,481 | increased by125 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRATEGIC WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.