Strategic Wealth Management, Llc
- Regulatory AUM
- $158M
- Discretionary
- $158M
- Clients
- 176
- Avg AUM / client
- $896K
- Accounts
- 353
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 110 | $29.4M | 18.7% |
| High net worth individuals | 64 | $127M | 80.7% |
| Corporations and other businesses | 2 | $1.0M | 0.64% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Daniel G. Schuster Llc 401(k) Salary Reduction Plan Daniel G. Schuster, Llc | 2024 | |
| Resource Care 401(k) Plan Resource Care | Albany, TX | 2024 |
| Humpal Physical Therapy P.C. 401 K Plan Humpal Physical Therapy P.C. | Corpus Christi, TX | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew M Condit | President & Chief Compliance Officer | CFP | Oct 2014 (12y) | 75% or more |
| Michael Thomas Hornung | Registered representative | CFP | Sep 2015 (11y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Daniel G. Schuster Llc 401(k) Salary Reduction Plan | Daniel G. Schuster, Llc | 1,266 | $40.1M | 05/01/2024 |
| Resource Care 401(k) Plan | Resource Care | 117 | $3.1M | 01/01/2024 |
| Humpal Physical Therapy P.C. 401 K Plan | Humpal Physical Therapy P.C. | 188 | $4.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 915 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
Custody
Reported custodians
- LPL Financial $157M (100% of AUM) Mar 2026
- Fidelity Brokerage Services $1.3M (1% of AUM) May 2019
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 09, 2026.
View current Form ADV (SEC/IAPD) ↗