Joshua Strittmatter has been Managing Member and CCO of SWMG since January 2013, is a control person of the firm and directly owns 75% or more of it. Joshua Strittmatter holds a BBA in Finance from the University of Texas at Arlington.
SWMG, LLC is a Fort Worth, TX firm with $430M under management, 429 clients and 5 advisers in one office, as of its August 2026 filing.
Josh W. Strittmatter is the founder, Chief Executive Officer, and Chief Investment Officer of Strittmatter Wealth Management Group. He started the company in 2007, after five years as a financial advisor and advisor coach with Ameriprise Financial. He specializes in investment strategies for helping clients grow and protect their wealth, and he focuses on helping business owners plan and achieve their business goals.
Joshua Strittmatter’s longest registration is the current one, 13 years at SWMG since 2013. Before joining SWMG in 2013, Joshua Strittmatter was registered through Collaborative Wealth and LPL Financial LLC.
- Collaborative Wealth– · 6 yearsFort Worth, TX · Adviser representative · Firm CRD 142106
- LPL Financial LLC– · 10 yearsFort Worth, TX · Adviser representative · Firm CRD 6413
- Ameriprise Financial Services, Inc.– · 4 yearsHurst, TX · Adviser representative · Firm CRD 6363
Professional designations
Listed by SWMG
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Joshua Strittmatter is registered as an investment adviser representative in 3 states. The first approvals date from March 2013; the most recent is California, in July 2026.
- CaliforniaSince 7 July 2026
- ColoradoSince 25 June 2026
- TexasSince 7 March 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 27 August 2009 |
| Series 66 | Uniform Combined State Law Examination | 13 March 2003 |
| Series 7 | General Securities Representative Examination | 3 March 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua William Strittmatter
- CRD
- 4617567
- Firm
- SWMG · CRD 166688
- Role
- Managing Member and CCO
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strittmatterwealth.com
Where does Joshua Strittmatter work?
Joshua Strittmatter has been Managing Member and CCO of SWMG, LLC since January 2013, and is a control person of the firm.
Is Joshua Strittmatter a financial advisor?
Yes. Joshua Strittmatter has a current investment-adviser registration in California, Colorado and Texas, through SWMG since March 2013.
How many years of experience does Joshua Strittmatter have?
Joshua Strittmatter has 23 years in the financial industry, since March 2003, across 4 adviser firms.
What exams has Joshua Strittmatter passed?
Joshua Strittmatter has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in March 2003. FINRA credited Joshua Strittmatter with the SIE, which began in October 2018.
Where did Joshua Strittmatter work before SWMG?
Before SWMG, Joshua Strittmatter was registered through Ameriprise Financial Services, Inc., March 2003 to October 2007.
Is Joshua Strittmatter registered with FINRA?
No. Joshua Strittmatter has no current broker registration.
Is Joshua Strittmatter a CFP?
SWMG lists Joshua Strittmatter with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Josh W. Strittmatter, CFP®, CRC® biography, strittmatterwealth.com
How can I verify Joshua Strittmatter’s record?
Search CRD 4617567 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Strittmatter’s full registration record.