What is Strategic Wealth Management, LLC's NAICS code?

Strategic Wealth Management, LLC's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Acquisition Angle Strategic Wealth Management, LLC was acquired by Ulrich Investment Consultants for 800M, signaling a potential for integration of services or cross-sell opportunities with the acquiring entity and its broader platform.

AUM Growth Potential The firm manages over 800 million in assets and operates as an independent RIA with a 3(21) fiduciary and 3(38) services capacity, indicating potential for expanding retirement plan consulting and institutional partnerships.

High Net Worth Focus Client profile targets mid to high net worth individuals and business owners with complex planning needs, presenting opportunities to upsell comprehensive financial planning, estate, and business continuity services.

Tech Enablement Utilizes a modern tech stack including Google Analytics, Datadog, Calendly, and social tags, suggesting openness to digital marketing investments, website optimization, and data-driven lead generation improvements.

Strategic Partnerships Active retirement plan consulting business with 3(21) fiduciary and 3(38) offerings through partner firms indicates potential for expanding broker-dealer collaborations and outsourced fiduciary solutions to attract employer-sponsored plans.

Strategic Wealth Management, LLC Tech Stack

Strategic Wealth Management, LLC uses 8 technology products and services including Facebook Pixel, Linkedin Insight Tag, Calendly, and more. Explore Strategic Wealth Management, LLC's tech stack below.

Facebook Pixel

Analytics

Linkedin Insight Tag

Analytics

Calendly

Appointment Scheduling

Open Graph

Content Management System

Microsoft 365

Datadog

Real User Monitoring

Google Analytics

Web Analytics

GoDaddy

Web Hosting

Strategic Wealth Management, LLC Email Formats	Example	Percentage
FLast@adviceforwealth.com	JDoe@adviceforwealth.com	100%

Strategic Wealth Management, LLC Email Formats

Example

Percentage

FLast@adviceforwealth.com

JDoe@adviceforwealth.com

100%

Frequently Asked Questions

What is Strategic Wealth Management, LLC's phone number?

You can contact Strategic Wealth Management, LLC's main corporate office by phone at

+1-541-385-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Strategic Wealth Management, LLC's official website and social media links?

Strategic Wealth Management, LLC's official website is www.strategicwealthmanagement.llc and has social profiles on LinkedIn.

How much revenue does Strategic Wealth Management, LLC generate?

As of August 2026, Strategic Wealth Management, LLC's annual revenue is estimated to be $1M - $10M.

What is Strategic Wealth Management, LLC's SIC code and NAICS code?

Strategic Wealth Management, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Strategic Wealth Management, LLC have currently?

As of August 2026, Strategic Wealth Management, LLC has approximately 6 employees across 1 continents, including North America. Key team members include President/Founder: P. C., Senior Consultant: E. D. and Financial Advisor: A. D. Explore Strategic Wealth Management, LLC's employee directory with LeadIQ.

What industry does Strategic Wealth Management, LLC belong to?

Strategic Wealth Management, LLC operates in the Investment Management industry.

What technology does Strategic Wealth Management, LLC use?

Strategic Wealth Management, LLC's tech stack includes Facebook Pixel, Linkedin Insight Tag, Calendly, Open Graph, Microsoft 365, Datadog, Google Analytics and GoDaddy.

What is Strategic Wealth Management, LLC's email format?

Strategic Wealth Management, LLC's email format typically follows the pattern of FLast@adviceforwealth.com. Find more Strategic Wealth Management, LLC email formats with LeadIQ.

When was Strategic Wealth Management, LLC founded?

Strategic Wealth Management, LLC was founded in 2008.

Strategic Wealth Management, LLC

Investment ManagementOregon, United States2-10 Employees

Strategic Wealth Management, LLC is an independent Registered Investment Adviser based in Bend, Oregon. It delivers wealth management, financial planning, and investment advisory services through an ongoing advisory relationship, with CFP professionals guiding clients under the CFP Code of Ethics. The firm provides retirement plan consulting and financial advice on a regular basis, and securities are offered through United Planners Financial Services, with SWM and United Planners operating as unaffiliated entities.

Its client base comprises individuals typically around age 50 and older who are pre- or post-retirement, as well as business owners and medical or professional professionals with mid-to-high net worth and complex needs requiring ongoing counsel. The firm also works with business clients to align personal and corporate planning, supporting wealth-building and succession planning efforts. It maintains an active retirement plan consulting and advisory practice, serving as a 3(21) Plan Fiduciary and offering 3(38) services through partner firms.

Insights

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