EDEN PRAIRIE, MNCRD 284430Latest ADV February 14, 2026
Strategic Wealth Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Eden Prairie, MN. Its latest Form ADV filing, dated February 14, 2026, reports $1.5B in regulatory assets under management, 24 employees, 7 offices, and 6,600 accounts.
Assets Under Management
$1.5B
Employees
24
Offices
7 offices
Total Clients
3,557
Primary office
EDEN PRAIRIE, MN
7820 TERREY PINE CT, #200, EDEN PRAIRIE, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.0% of total clients.
Top client categories% of clientsClients
1
Individuals
66.0%
2,347
2
HNWI
33.1%
1,177
3
Pension Plans
0.5%
17
4
Corporations
0.3%
9
5
Charitable
0.2%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of February 14, 2026
Discretionary100.0%
$1.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts6,600
10Y AUM Change+$1.3B (+657.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee148:1
10Y Employee Change+14 (+140.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.