Strategic Family Wealth Counselors, L.L.C.
- Regulatory AUM
- $1.7B
- Discretionary
- $1.3B
- Clients
- 312
- Avg AUM / client
- $5.3M
- Accounts
- 3,600
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 150 | $250M | 15.1% |
| High net worth individuals | 150 | $1.3B | 80.2% |
| Pension and profit sharing plans | 12 | $78.6M | 4.74% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Timothy Dwyer | Managing Member | CFP | Apr 1998 (28y) | 75% or more |
| Sluck, Joseph, Lawrence | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Dwyer, Christine, T | Trustee Of Michael T. Dwyer, Iii 2021 Family Trust | Oct 2021 (5y) | Less than 5% | |
| Timothy Peter Boulanger | Registered representative | Chartered Financial Consultant | Nov 2009 (17y) | |
| Michael Timothy Dwyer | Registered representative | Nov 2018 (8y) | ||
| Lauren Helen Dwyer | Registered representative | Nov 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Michael T. Dwyer, Iii 2021 Family Trust | Member | Jan 2022 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 917 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (76% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗