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Strategic Wealth, LLC

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Summary
company sizeCompany size 1-10
aumAUM Up to $2 billion
Alpharetta, Georgia, United States

Strategic Wealth, LLC is an independent, fee-based SEC registered investment adviser based in Alpharetta, Georgia founded in 2012.

Strategic Wealth, LLC is an independent, fee-based SEC registered investment adviser based in Alpharetta, Georgia founded in 2012. Strategic Wealth, LLC provides investment management, manager selection and oversight, financial planning, and qualified retirement plan consulting for to individuals, trusts, charitable organizations, pension and profit sharing plans, and business entities.

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