Adviser Profile
| As of Date | 07/13/2025 |
| Registration status | Registration Changed to STRUCTURED WEALTH MANAGEMENT, INC. |
| ADV Location | TOLEDO, OH, United States |
| Contact Info | 419 xxxxxxx |
| Websites |
| AUM* | 169,000,000 24% |
| of that, discretionary | 169,000,000 24% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 497,059 24% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds