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Stratwealth Share
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Overview Share
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Fulton, Maryland
$1.5 billion AUM
3 offices

Stratwealth is based in Fulton, Maryland and has $1.5 billion in assets under management.

Location
8170 Maple Lawn Boulevard
Suite 100
Fulton, MD 20759
$1.5 billion
AUM
28
Employees
AUM Share
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$1,471,374,024
Assets under management
3,492 clients
Number of clients
Average investment size is $421,356
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 704 $303,542,002 21% $431,168
High net worth individuals 372 $867,274,695 59% $2,331,384
Pension and profit sharing plans 74 $299,238,125 20% $4,043,758
Other corporations or businesses 6 $1,319,202 0% $219,867
Employees Share
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28
Employees
17
Investment analysts
61% of total employees
AUM per employee Share
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$1,471,374,024
Assets under management
$52,549,072
AUM per employee
$86,551,413
AUM per investment analyst
About Share
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Compensation

Stratwealth makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Commissions
Services offered

Stratwealth provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 113,678
SEC number 801-61179
Legal structure Limited Liability Company
Legal governance Maryland, United States
Latest ADV filing date May 07, 2020

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Zoo Capital Advisory LTD.
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Meristem Family Wealth
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FMP Wealth Advisers
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Manchester Financial Inc
Fund: $757,973,139
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Stratwealth
Fund: $1,471,374,024