STRATEGIC WEALTH MANAGEMENT

5 known aliases resolved via the canonical alias map

Market position · 2024

Plans served7-2 YoYRank #1694 of mapped providers

Assets under administration$142M0.0%Market share · rank #6811

Fees received$253,299Median $22,000/planSum across Schedule C direct + indirect

Net wins YoY-20 won · 2 lostPlan-level switch detection

See full STRATEGIC WEALTH MANAGEMENT analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.