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Strategic Wealth Group Registered Investment Advisors, LLC (Minnetonka)


Strategic Wealth Group Registered Investment Advisors, LLC is a large advisory firm based in Minnetonka. It manages $203.04 million of regulatory assets for 1,509 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 15 other states.




Strategic Wealth Group Registered Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategic Wealth Group Registered Investment Advisors: assets under management

The assets under management (AUM) of Strategic Wealth Group Registered Investment Advisors, LLC is $203.04 million. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $144.94 million in discretionary accounts and $58.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $163.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $93.7 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Strategic Wealth Group Registered Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Minnetonka

The principal office where Strategic Wealth Group Registered Investment Advisors, LLC performs its advisory services is located at 16200 Hwy 7, Minnetonka, MN 55345, which is also the mailing address of the firm. An additional office of the firm is in Owatonna, MN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-955-7865 or by fax 952-666-5117. The normal business hours are 8-5 on Monday - Friday.


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