The STRATEGIC WEALTH DESIGNERS is a privately held investment adviser that advises $1.38Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. STRATEGIC WEALTH DESIGNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 522.33% over the last 5-years.
The Group has been registered with the SEC for 6.72 years and is comprised of 1 filing and 0 relying advisers. They operate out of 20 office locations with their Headquarters at 500 N. HURTSBOURNE PARKWAY SUITE 120, LOUISVILLE, KENTUCKY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 88 employees comprised of 41 investment and 47 non-investment staff. The total number of Employees increased by 151.43% over the last 5-years.
Their $1.38Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $912.7mn or 65.93% of Total Assets and High Net Worth Individuals own $471.59mn or 34.07% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
STRATEGIC WEALTH DESIGNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.