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 Aug 17, 2026

Regulatory AUM

$1.54B

Above cohort median (national)

Discretionary AUM

$1.54B

Clients

3,557

6,600 accounts

Employees

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://WWW.LINKEDIN.COM/IN/JOHNWLINDBERG/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.