Strategic Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strategic Wealth Management LLC provides discretionary and non-discretionary portfolio management and standalone financial planning and consulting primarily for individuals and high‑net‑worth clients. The firm also conducts public educational seminars and workshops that are described as general in nature and do not provide individualized investment or tax advice.
Investment programs are built around client‑specific objectives and may employ a range of techniques, including fundamental, technical and charting analysis, long‑ and short‑term positions, and options strategies. The brochure notes that the firm may use derivative instruments and option‑writing strategies within managed accounts and allows clients to impose investment restrictions or choose discretionary authority.
Noteworthy features include the firm’s offering of fixed‑fee financial planning alongside ongoing portfolio management for individual clients and its public education events — items that are less common among firms in this category. The firm is newly established, currently reports no assets under management or active registered advisers, and does not act as a private fund adviser.
Client services
Expertise
Demographic focus
Fee options
$1,000 flat fee for financial planning services
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.75% annually
Account minimum: $250,000
Main office
124 Van Winkle Street
Lillington NC 27546
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Strategic Wealth Management · Strategic Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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