Strategic Wealth Managment

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,156

Total plan assets

$117.8M

Filings (rows)

Direct comp

$117K

Indirect comp

Showing only "STRATEGIC WEALTH MANAGMENT"

View all 12 variants aggregated →

STRATEGIC WEALTH PARTNERS22 STRATEGIC WEALTH MANAGEMENT17 STRATEGIC WEALTH PARTNERS GROUP15 STRATEGIC WEALTH MANAGEMENT GROUP6 STRATEGIC WEALTH ADVISORS GROUP5 STRATEGIC WEALTH ADVISORS3 STRATEGIC WEALTH MANAGMENT

SERVICES PROVIDED

Broker3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Adfinitas Management, LLC Adfinitas Health 401(k) Retirement Plan · all filings	HANOVER, MD	Broker	372	$44.2M	$62K	$0
Adfinitas Management, LLC Adfinitas Health 401(k) Retirement Plan · all filings	HANOVER, MD	Broker	421	$40.4M	$55K	$0
Adfinitas Management, LLC Adfinitas Health 401(k) Retirement Plan · all filings	HANOVER, MD	Broker	363	$33.2M	$0	$0