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Strategic Wealth Investments, LLC

Headquartered in KNOXVILLE, TN

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Firm Information

Strategic Wealth Investments, LLC is a Registered Investment Adviser with 1 licensed agent and 1 investment adviser representative. They provide financial planning and portfolio management for individuals. The firm manages $7,114,673 in discretionary assets for 80 accounts. They have 64 individual clients, excluding high net worth individuals. Strategic Wealth Investments also offers educational seminars.

Strategic Wealth Investments, LLC

$7.11M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

STRATEGIC WEALTH INVESTMENTS, LLC has a total of 1 branch locations across the country.
location

KNOXVILLE, TN

Advisors at Strategic Wealth Investments, LLC

View All 1 Advisors
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Patrick Warren Carmichael

RA

KNOXVILLE, TN

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Disclosures

There are no public disclosures for Strategic Wealth Investments, LLC.

Frequently Asked Questions (7)

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