Strategic Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$156,760,580
Clients
174
Advisors
2
of 4 employees
About
Strategic Wealth Management, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities. Its offerings include discretionary portfolio management, written financial plans and consultations, and access to LPL Financial‑sponsored advisory programs and third‑party portfolio managers.
The firm combines fundamental and technical analysis and employs both long‑ and short‑term strategies with periodic rebalancing and at least quarterly account reviews. It also uses implementation tools that are less common among peers — including margin borrowing and options strategies (covered calls, spreads and hedging) — and may utilize sub‑advisors or separately managed accounts to implement client portfolios.
Noteworthy features include a close operating relationship with LPL Financial: clients are commonly asked to custody with LPL or Fidelity and the firm participates in LPL’s Manager Access Select program, while representatives are also licensed insurance agents who may offer commissionable insurance products. The firm discloses business loans tied to its association with LPL and a private lender and acknowledges revenue‑sharing arrangements in sponsored programs, which it identifies as potential conflicts it monitors and discloses.
Client services
Expertise
Fee options
Flat fees generally range from $750 to $15,000 for financial planning and consulting
0.50% to 1.00% annually (sliding scale based on market value of assets under management)
Commissions earned from securities sales as registered representatives of LPL Financial; includes distribution or service (trail) fees from mutual funds
$80 to $300 per hour for financial planning and consulting services
Minimum fee: $750 minimum fee for written financial plans Fee-only: Hourly fees range from $80 to $300; flat fees generally range from $750 to $15,000 for financial planning and consulting
Main office
2812 Bedford Road, Suite 200
Bedford TX 76021
Advisors at this office
2
Most active in
Louisiana · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew C
CFP®, Series 66
Bedford, TX
Strategic Wealth Management, LLC
Matthew Condit is a CFP® professional with 15 years of experience in financial advising. He has worked at Strategic Wealth Management, LLC since 2015 and is also affiliated with LPL Financial. Strategic Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers discretionary asset management using ETFs, mutual funds, stocks, bonds, and third-party portfolio managers, with customized portfolios and regular reviews that may include margin borrowing and derivatives strategies.
Michael H
CFP®, Series 66
Bedford, TX
Strategic Wealth Management, LLC
Michael Hornung is a CFP® and holds a Series 66 license with 10 years of experience in financial advising. He has worked at Strategic Wealth Management, LLC since 2015, including its supported entity since 2019, and has also been affiliated with LPL Financial since 2015. Strategic Wealth Management serves individuals, trusts, estates, and business entities with portfolio management, financial planning, and consulting services. The firm offers discretionary asset management using ETFs, mutual funds, individual securities, and third-party portfolio managers, with customized portfolios and quarterly reviews.
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