STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.

SEC file number 801-66999 · TALLAHASSEE, FL

https://strategicmarketer.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$40.9M

Discretionary AUM

$21.9M

Employees

—

Clients

300

Firm

Address: 1615 VILLAGE SQUARE BLVD., SU THREE
TALLAHASSEE, FL 32309
Phone: —
Website: https://strategicmarketer.com
(name-match guess, not verified)
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed May 2, 2026

Possible Form D name matches (not verified)

Tricor Strategic Wealth Fund I, LLC Medium name-match confidence · CIK 2127835 · AZ
Strategic Management, LLC Medium name-match confidence · CIK 2097645 · IL
Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE

Tricor Strategic Wealth Fund I, LLC · D · Apr 7, 2026

$40M
Strata Solas Wealth Management LLC · D · Jan 20, 2026
Strategic Management, LLC · D · Dec 8, 2025

$3M