Systematic Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,381,122
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Systematic Wealth Management provides discretionary investment management and financial planning primarily for pooled and institutional clients while also engaging with individuals, high‑net‑worth and non‑high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and businesses. The firm is fee‑only and offers both ongoing and project‑based planning in addition to investment oversight, with account relationships governed by an Investment Policy Statement.
The firm implements client strategies around asset allocation and a mix of passive and active investments, drawing on fundamental, technical, cyclical, and charting analyses as well as Modern Portfolio Theory principles. It tailors portfolios to client objectives and risk tolerance, can incorporate socially responsible (ESG) approaches on request, and accepts written client restrictions that are reflected in the investment policy.
Noteworthy for an investment manager, SWM runs educational seminars and speaking engagements for groups and recommends unaffiliated third‑party professionals (attorneys, accountants, tax advisors, insurance agents) without receiving referral compensation. It also offers project‑based work billed on an hourly basis as well as fixed recurring planning engagements, and operates with a compact advisory staff while managing a modest amount of discretionary assets.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees range from $2,950 to $10,000; initial comprehensive financial plan fee up to $10,000; Educational seminars $0 to $10,000 per seminar
0.95% annually
$300 per hour for Project-Based Financial Planning
Ongoing Financial Planning fees range from $750 to $2,500 per quarter
Account minimum: $1,000,000 Fee-only: Fee-only firm, compensated solely by its Clients for services
Main office location
Systematic Wealth Management, Inc.
817 Colorado Avenue, Suite 303
Glenwood Springs CO 81601, United States
Number of offices
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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