Strategic Wealth Management, LLC Employee Directory

Q: What is Strategic Wealth Management, LLC known for?

Strategic Wealth Management, LLC was founded in 2008. Strategic Wealth Management, LLC operates in the Investment Management industry.

Investment ManagementUnited States2-10 Employees

Strategic Wealth Management, LLC is an Independent  Registered Investment Adviser firm. It offers Wealth Management Advice to help clients reach Financial Independence!   Our Wealth Manager, Advisors are CERTIFIED FINANCIAL PLANNER Professionals, and subscribe to the CFP Code of Ethics.  We provide Financial Advice & Planning, Investment advice/management services and Retirement Plan Consulting services to our clients on a regular and recurring basis.  Our Client profile would include persons normally age 50+, Pre or post retired, business owners and medical & business professionals, mid to high net worth clients with a measure of complexity and desire for ongoing counsel, advice and support.  Our Business clients, use us to integrate their business/personal planning to optimize their efforts in wealth building, Succession/Continuation Planning.  We have a very active Retirement Plan Consulting and Advisory business operating as a 3(21) Plan Fiduciary, and offer 3(38) services to clients through various business partner firms. Financial Planning and Advisory Services provided through Strategic Wealth Management, LLC.  Securities offered through United Planners Financial Services, a SIPC/FINRA Registered Broker Dealer Firm. SWM, LLC and United Planners are unaffiliated.

Find Strategic Wealth Management, LLC employees' phone numbers or email addresses

Strategic Wealth Management, LLC Global Highlights

North America
8

United States Of America
8

Strategic Wealth Management, LLC's Leadership

P. C.
President/Founder
Mobile Phone
Email
D. W. S.
Founder, President, Chief Compliance Officer, Wealth Manager, Advisor
Mobile Phone
Email
E. D.
Senior Consultant
Mobile Phone
Email
A. D.
Financial Advisor
Mobile Phone
Email
B. F.
Marketing & Administrative Assistant
Mobile Phone
Email
S. N.
Financial Services Professional
Mobile Phone
Email

Contact profiles from Strategic Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

P. C.
President/Founder
Mobile Phone
Email
United StatesTennessee
Jan 12, 2026
D. W. S.
Founder, President, Chief Compliance Officer, Wealth Manager, Advisor
Mobile Phone
Email
United StatesOregon
Jan 12, 2026
E. D.
Senior Consultant
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
A. D.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Sep 10, 2025
B. F.
Marketing & Administrative Assistant
Mobile Phone
Email
UNITED STATES
Apr 30, 2024
S. N.
Financial Services Professional
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Strategic Wealth Management, LLC known for?

Strategic Wealth Management, LLC was founded in 2008 operates in the Investment Management industry. The company's main headquarters is located in 365 NE 3rd St, S-4 Bend, Oregon 97701, US; you can contact the main corporate office by phone at

+1-541-385-****

. Explore Strategic Wealth Management, LLC's company overview page for more information.

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

Strategic Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strategic Wealth Management, LLC email formats with LeadIQ.

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

Strategic Wealth Management, LLC has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Strategic Wealth Management, LLC's key employees and leadership?

As of December 2025, Strategic Wealth Management, LLC's key employees include:

President/Founder: P. C.
Founder, President, Chief Compliance Officer, Wealth Manager, Advisor: D. W. S.
Senior Consultant: E. D.
Financial Advisor: A. D.
Marketing & Administrative Assistant: B. F.

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