Strategic Wealth Investment Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

165474

SEC number

801-117642

Firm type

RIA

Assets under management

$1.4B as of Mar 23, 2026

Website

www.youtube/strategicwealthdesigners ↗

Phone

502-412-3354

Address

500 N. Hurtsbourne Parkway, Louisville, KY, 40222

Advisors at this firm

30 in our index · page 1 of 1

• Erik Richard BosmanCRD 7337389 · Denver, CO
  IA Registered
• Spencer BryzealCRD 7389522 · Tampa, FL
  IA RegisteredRegistration inactive
• Matthew James DickenCRD 2882253 · Louisville, KY
  IA Registered
  Disclosure event(s) on record
• Ashlie Danielle DagueCRD 7681678 · Atlanta, GA
  IA Registered
• Robert Thomas De LessioCRD 6916967 · Louisville, KY
  IA Registered
• Peter Casey GayleCRD 3095277 · Tampa, FL
  IA RegisteredRegistration inactive
• John Mathew GehriCRD 4980590 · Mason, OH
  IA RegisteredRegistration inactive
• Bradley Scott GainesCRD 7476243 · Louisville, KY
  IA Registered
• Shawn Robert HarperCRD 6564933 · Zion Crossroads, VA
  IA RegisteredRegistration inactive
• Aaron KinseyCRD 7768866 · Louisville, KY
  IA RegisteredRegistration inactive
• Austen Joseph LeningerCRD 7058148 · Dallas, TX
  IA RegisteredRegistration inactive
• Jason Barrett MooreCRD 4086730 · Atlanta, GA
  IA RegisteredRegistration inactive
• Madeleine Rose MuldoonCRD 7563422 · Tampa, FL
  IA RegisteredRegistration inactive
• Phillis Sax PilvinisCRD 1041839 · Peoria, AZ
  IA Registered
• Jacob ProvartCRD 6822853 · Denver, CO
  IA RegisteredRegistration inactive
• Scott Michael PilvinisCRD 6972608 · Peoria, AZ
  IA Registered
• Dominic PortaroCRD 8053031 · Louisville, KY
  IA Registered
• Michael David ReevesCRD 2490766 · Dallas, TX
  IA Registered
  Disclosure event(s) on record
• Thomas Warren ReillyCRD 6897339 · Vienna, VA
  IA Registered
• John Luke RobinsonCRD 7909480 · Tampa, FL
  IA Registered
• Hairo Jose Rodriguez PenaCRD 8010174 · Tampa, FL
  IA Registered
• Jordan SchwartzCRD 6519627 · Dallas, TX
  IA Registered
• Joshua Matthew SmithCRD 4861445 · Ponte Vedra, FL
  IA Registered
• Grant Robert SandbergCRD 7341376 · Houston, TX
  IA RegisteredRegistration inactive
• Andrew SeterCRD 7864934 · Denver, CO
  IA RegisteredRegistration inactive
• Thomas Joseph TreshockCRD 7155610 · Vienna, VA
  IA RegisteredRegistration inactive
• Quinn TeagueCRD 7119944 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Nicholas TieriCRD 7370346 · Dallas, TX
  IA RegisteredRegistration inactive
• Tyler Mcintyre WalbridgeCRD 6854006 · Denver, CO
  IA RegisteredRegistration inactive
• Jonathan Matthew WestonCRD 8186490 · Louisville, KY
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.