DBA: STRATEGIC WEALTH MANAGEMENT GROUP
| Total AUM | $832.9M |
| Discretionary | $832.9M100% of AUM |
| Client Accounts | 889 |
| Avg Account Size | $937K |
| Employees | 7 |
| Peak AUM | $832.9MFeb 2026 |
| AUM CAGR | +16.3% /yrover 21 yrs · 49 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $833M | +9.8% | +14.0% | +14.9% | |
| Discretionary AUM | |||||
| Total AUM | $832.9M |
| Discretionary | $832.9M |
| Employees | 7 |
| Client Accounts | 889 |
Address
1776 BROADWAY
NEW YORK NY 10019
Phone
212-489-0100
Filing History
49 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$833M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$833M
| $833M |
| +9.8% |
| +14.0% |
| +14.9% |
| Total Accounts | 889 | +4.6% | +3.4% | +4.7% |
| Avg Account Size | $936,885.06 | +5.0% | +10.2% | +9.7% |
| Employees | 7 | 22.2% | 0.0% | 0.0% |
| AUM / Employee | $119M | +41.2% | +14.0% | +14.9% |
Client AUM Segments | |||||
| Wealth AUM | $799M | +10.4% | +15.9% | +16.2% | |
| Institutional AUM | $34M | 2.0% | 3.8% | 2.9% | |
Client Count Segments | |||||
| HNW Clients | 177 | +8.6% | 2.9% | +0.3% | |
| Institutional | 19 | +35.7% | +13.9% | 2.0% | |
| Individuals | 155 | +6.9% | +11.4% | +8.9% | |