Strategic Wealth Investment Group, LLC logo

Strategic Wealth Investment Group, LLC

Updated today
Connect with this firm

Total assets under management

$1,110,956,980

Total clients

4,628

12% high-net worth

Total advisors

41

of 88 employees

Firm size

Multi Team

Average clients per advisor

113

Average account size

$240,051

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.75% $5,000,000+: 0.50%

Project-based

Financial planning fees are charged on an hourly basis; exact rates are negotiable and detailed in the Financial Planning Agreement.

Other

Account minimum: $25,000 (may be waived)

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Strategic Wealth Investment Group, LLC

Louisville KY, United States

Number of offices

18

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Instagram Website 502-412-3354

Advisors at this firm

Scroll left Scroll right
user avatar

Tyler W

CFP®, Series 63

Denver, CO

Strategic Wealth Investment Group, LLC
user avatar

Thomas T

CFP®, Series 66

Charlotte, NC

Strategic Wealth Investment Group, LLC
user avatar

Michael R

Series 63, Series 65

Dallas, TX

Strategic Wealth Investment Group, LLC
user avatar

Robert D

Series 65

Houston, TX

Strategic Wealth Investment Group, LLC
user avatar

Jonathan W

Series 65

Louisville, KY

Strategic Wealth Investment Group, LLC
user avatar

Phillis P

Series 63, Series 65

Peoria, AZ

Strategic Wealth Investment Group, LLC
user avatar

Dominic P

Series 65

Louisville, KY

Strategic Wealth Investment Group, LLC
user avatar

Quinn T

Series 63, Series 65

Louisville, KY

Strategic Wealth Investment Group, LLC
user avatar

Thomas R

Series 65

Louisville, KY

Strategic Wealth Investment Group, LLC
user avatar

Erik B

Series 65

Denver, CO

Strategic Wealth Investment Group, LLC
user avatar

Spencer B

Series 66

Louisville, KY

Strategic Wealth Investment Group, LLC
user avatar

John R

Series 65

Louisville, KY

Strategic Wealth Investment Group, LLC
user avatar

Shawn H

Series 63, Series 65

Zion Crossroads, VA

Strategic Wealth Investment Group, LLC
user avatar

Andrew S

Series 63, Series 65

Denver, CO

Strategic Wealth Investment Group, LLC
user avatar

Jordan S

Series 65

Louisville, KY

Strategic Wealth Investment Group, LLC
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")