Mandate & appetite
- Preferred strategies
- Lp Equity
- Target geographies
- —
- Typical ticket
- —
- AUM
- —
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Founded nearly twenty-one years ago in Tucson, Arizona, and now based in Eden Prairie, MN, Strategic Wealth Group is a Registered Investment Adviser specializing in financial planning, wealth management, tax strategies, and estate planning, aiming to expand its offerings across various asset classes.
Unlock mandates & allocation signals
See Strategic Wealth Group's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Other · $3.5bn AUM
Strategic Wealth Partners
Deerfield, United States
Founded in 2008, Strategic Wealth Partners, Ltd. is a registered investment adviser located in the United States, specializing in personalized wealth management strategies for diverse client groups, including retirees and business owners, without a primary focus on real estate.
Other
Wealth Advisors Group
Rockville, United States
Wealth Advisors Group, LLC, located in the United States, is a Registered Investment Adviser that specializes in providing tailored financial services for high-net-worth clients, focusing on investment strategies, retirement and estate planning, as well as tax strategies. Although specific founding details and AUM are not disclosed, the firm emphasizes personalized service through their experienced team of financial professionals.
Family Office
Wealth Strategies
Greg Simons, United States
Institutional investor. based in Greg Simons United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Sectors: hotels. Active real asset investor
Other
Segment Wealth Management
Houston, United States
Segment Wealth Management, LLC is a fee-only Registered Investment Adviser based in the United States, focusing on high-net-worth individuals and families. The firm specializes in personalized wealth management services, including tax-efficient investment strategies and estate planning, emphasizing risk and cost management.
Family Office · $2.1bn AUM
Summit Wealth Group
Colorado Springs, United States
Founded in 1985 and headquartered in Colorado Springs, CO, Summit Wealth Group is a rapidly growing Registered Investment Adviser with approximately $2.1 billion in assets under management. The firm specializes in a planning-first approach to offer customized financial strategies and operates across ten offices in five states.
Other
Total Wealth Planning
Cincinnati, United States
Total Wealth Planning, LLC is a registered investment adviser based in the United States, specializing in personalized investment management and comprehensive financial planning. Utilizing Modern Portfolio Theory, they focus on creating diversified portfolios across multiple asset classes, aiming for risk reduction and wealth creation for a range of clients including families and business owners.