Strategic Wealth Group Registered Investment Advisor, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 3,557
- Avg AUM / client
- $432K
- Accounts
- 6,600
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,347 | $461M | 30.0% |
| High net worth individuals | 1,177 | $1.1B | 68.5% |
| Pension and profit sharing plans | 17 | $12.0M | 0.78% |
| Charitable organizations | 7 | $8.2M | 0.54% |
| Corporations and other businesses | 9 | $3.1M | 0.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Columbus 401(k) Plan Columbus Us, Inc. | 2024 |
People (23)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tyler David Hirth | Ceo/Sole Owner | CFP | Aug 2016 (10y) | ≈ 56.25% – 100% via Running Wealth Management Group Mn, Inc. |
| George William Mulwee | Chief Compliance Officer | Jul 2017 (9y) | Less than 5% | |
| Jonathan David Rienstra | Registered representative | Aug 2016 (10y) | ||
| Nathaniel Hvid Running | Registered representative | CFP | Aug 2016 (10y) | |
| Paul Stephan Burmeister | Registered representative | Aug 2016 (10y) | ||
| Nathan Allen Richter | Registered representative | CFP | May 2017 (9y) | |
| Matthew A. Peterson | Registered representative | May 2017 (9y) | ||
| Jared Dean Lea | Registered representative | CFP | Feb 2018 (8y) | |
| Christopher James Hamilton | Registered representative | Nov 2019 (7y) | ||
| Tyler James Kuske | Registered representative | CFP | Nov 2019 (7y) | |
| Chad Mitchell Lea | Registered representative | Dec 2019 (7y) | ||
| Amanda Suzanne Berry | Registered representative | CFP | Feb 2021 (5y) | |
| Robert Troy Landgraf | Registered representative | CFP | Feb 2022 (4y) | |
| Jack David Garrison | Registered representative | CFP | Dec 2022 (4y) | |
| John William Lindberg | Registered representative | CFP | Jan 2023 (4y) | |
| Nicholas William Davidson | Registered representative | Oct 2024 (2y) | ||
| Charles Robert Hutchinson | Registered representative | CFP | Apr 2025 (1y) | |
| Benjamin Daniel Ollila | Registered representative | CFP | May 2025 (1y) | |
| Benjamin John Prchal | Registered representative | May 2025 (1y) | ||
| Matthew John Merrick | Registered representative | May 2025 (1y) | ||
| Michael George Trudeau | Registered representative | CFP | May 2025 (1y) | |
| Mark Ian Magnuson | Registered representative | CFP | May 2025 (1y) | |
| Daniel Lee Sigurdson | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Running Wealth Management Group Mn, Inc. | Owner | Jul 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Tyler David Hirth: 75% – 100% of Running Wealth Management Group Mn, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Columbus 401(k) Plan | Columbus Us, Inc. | 42 | $12.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1 MB | 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
- • Other fees
- • REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $1.3B (87% of AUM) Jun 2026
- Charles Schwab & Co. $187M (12% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗