Strategic Wealth Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$35,882,877
Total clients
130
5% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
43
Average account size
$276,022
About
Strategic Wealth Solutions LLC advises individuals and pension/profit‑sharing plans, offering ongoing portfolio management, pension consulting (including 401(k) plan guidance) and financial planning. The firm reports roughly $24.8 million in assets under management across about 80 client relationships and operates with a small advisory team.
Investment work is individualized through a documented Investment Policy Statement and typically emphasizes ETF-based allocations using long‑term trading rooted in modern portfolio theory, fundamental, quantitative and technical analysis; SWS may employ model allocations while tailoring recommendations to client restrictions and risk profiles. Clients receive custodian‑provided monthly reporting and the firm states it seeks fair and equitable allocation of investment opportunities across accounts.
Notable operational features include that two principals are licensed insurance agents who may offer commissionable insurance products to clients, a relationship the brochure discloses as a potential conflict of interest while noting clients are not required to use those services. SWS also requires clients to custody assets at Schwab Institutional and states it does not trade or exercise discretionary trading authority over client accounts, which differs from many advisers who trade and aggregate orders on behalf of clients.
Client services
Expertise
Fee options
1.00% annually
$250 per hour
Main office location
Strategic Wealth Solutions LLC
Lincroft NJ, United States
Number of offices
1
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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