Strategic Wealth Group Registered Investment Advisor provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Strategic Wealth Group Registered Investment Advisor reports 3,557 clients. They include 2,347 individual clients, 1,177 high-net-worth individuals, and 17 pension and profit-sharing plans. Of its assets, 100.0% ($1.54B across 6,600 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $731M. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 30% |
| High-net-worth individuals | 33% | 69% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,347 | $461M | 30.0% | $196K |
| High-net-worth individuals | 1,177 | $1.05B | 68.5% | $895K |
| Pension and profit-sharing plans | 17 | $12M | 0.8% | $704K |
| Charitable organizations | 7 | $8.23M | 0.5% | $1.18M |
| Corporations and other businesses | 9 | $3.05M | 0.2% | $339K |
| Total | 3,557 | $1.54B | 100% | $432K |
- Clients
- 2,347
- Regulatory AUM
- $461M
- AUM share
- 30.0%
- Avg. per client
- $196K
- Clients
- 1,177
- Regulatory AUM
- $1.05B
- AUM share
- 68.5%
- Avg. per client
- $895K
- Clients
- 17
- Regulatory AUM
- $12M
- AUM share
- 0.8%
- Avg. per client
- $704K
- Clients
- 7
- Regulatory AUM
- $8.23M
- AUM share
- 0.5%
- Avg. per client
- $1.18M
- Clients
- 9
- Regulatory AUM
- $3.05M
- AUM share
- 0.2%
- Avg. per client
- $339K
Total
- Clients
- 3,557
- Regulatory AUM
- $1.54B
- AUM share
- 100%
- Avg. per client
- $432K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Strategic Wealth Group Registered Investment Advisor is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Full Financial Plan
- Full financial plans are offered on a fixed fee basis ranging from $2,500 to $25,000.
- Hourly Consultation
- Hourly consultation services are offered at an hourly fee of $500, billed 50% in advance.
- Ongoing Financial Planning
- Ongoing financial planning is offered for a flat fee of up to $25,000 per year, billed monthly or quarterly.
Running Wealth Management Group MN, Inc. owns 75% or more of Strategic Wealth Group Registered Investment Advisor and is in turn owned by Tyler Hirth (75% or more). The leadership team of Strategic Wealth Group Registered Investment Advisor includes Chief Compliance Officer George Mulwee. It has 23 employees.
Staff
- 23 employees
- 23 in advisory functions
- 23 state-registered reps
- 19 broker-dealer reps
- 18 insurance agents
- 1 soliciting firm
- Owns 75% or more of Strategic Wealth Group Registered Investment Advisor, LLC
Running Wealth Management Group MN, Inc.
Control person · since July 2024
- Owns 75% or more of Running Wealth Management Group MN, Inc.
Tyler Hirth
Control person · since July 2024
- Owns 75% or more of Strategic Wealth Group Registered Investment Advisor, LLC
Running Wealth Management Group
Control person · since July 2024
Strategic Wealth Group Registered Investment Advisor’s regulatory assets grew 2.0× from $780M (March 2021) to $1.54B (June 2026); clients rose from 1,927 to 3,557 and employees from 19 to 23.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $1.54B | 3,557 | 23 | 8 |
| Jun 2025June 2025 | $1.03B | 2,815 | 23 | 8 |
| Jul 2024July 2024 | $932M | 2,543 | 17 | 8 |
| Aug 2023August 2023 | $651M | 2,225 | 21 | 10 |
| Jun 2022June 2022 | $755M | 2,123 | 18 | 10 |
| Mar 2021March 2021 | $780M | 1,927 | 19 | 11 |
Besides its headquarters, Strategic Wealth Group Registered Investment Advisor has 7 offices, with 8 listed addresses in 1 state.
Minnesota · 8 listed addresses
- 7820 Terrey Pine CT, #200, Eden PrairieHQ
- 1303 S Frontage RD, Hastings
- 684 Excelsior BLVD, Excelsior
- 6687 Blue Heron Drive, Lino Lakes
- 2705 Bunker Lake BLVD, Andover
- 108 W Park SQ Ste B, Owatonna
- 2 Carlson Pkwy, Plymouth
- 310 Broadway Ave S., Rochester
Other business names
Strategic Wealth Group Registered Investment Advisor has reported 3 other business names to the SEC.
- Integrated Capital Partners LLC
- Salt Financial
- Strategic Wealth Group
Contact and registration details
- Legal name
- Strategic Wealth Group Registered Investment Advisor, LLC
- Headquarters
- 7820 Terrey Pine CT, #200, Eden Prairie, MN 55347
- Website
- Not reported
- Phone
- 952-843-4944
- SEC file
- 801-108208
- Structure
- Minnesota LLC
- Fiscal year end
- December
Strategic Wealth Group Registered Investment Advisor’s named custodians for separately managed accounts are LPL Financial ($1.34B, 88%) and Charles Schwab ($187M, 12%). Strategic Wealth Group Registered Investment Advisor does not have custody of client assets.
- LPL FinancialLPL Financial LLC · San Diego, CA · $1.34B88%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $187M12%
At year end, Strategic Wealth Group Registered Investment Advisor’s separately managed accounts were mostly in funds (72%) and bonds (13%).
What the accounts hold
- Stocks11%
- Funds72%
- Bonds13%
- High-yield corporate bonds10%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
How many clients does Strategic Wealth Group Registered Investment Advisor have?
Strategic Wealth Group Registered Investment Advisor has 3,557 clients and manages $1.54 billion for them, as of June 2026. They include 2,347 individual clients, 1,177 high-net-worth individuals, and 17 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 June 2026
What services does Strategic Wealth Group Registered Investment Advisor offer?
Strategic Wealth Group Registered Investment Advisor provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Strategic Wealth Group Registered Investment Advisor use?
Strategic Wealth Group Registered Investment Advisor’s separately managed account assets are held at LPL Financial LLC (San Diego, CA), with $1.34B and Charles Schwab & Co., Inc. (San Francisco, CA), with $187M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026
How many financial advisors does Strategic Wealth Group Registered Investment Advisor have?
Strategic Wealth Group Registered Investment Advisor has 23 investment adviser representatives registered with state securities authorities, out of 23 employees, and 23 perform investment advisory functions. 19 employees are registered representatives of a broker-dealer and 18 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Strategic Wealth Group Registered Investment Advisor invest in?
At the end of its last fiscal year, Strategic Wealth Group Registered Investment Advisor’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 10% high-yield corporate bonds, 4% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strategic Wealth Group Registered Investment Advisor?
Strategic Wealth Group Registered Investment Advisor is owned through a holding company by Tyler Hirth. Its direct owners are Running Wealth Management Group MN, Inc. (75% or more) and Running Wealth Management Group (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 June 2026
How does Strategic Wealth Group Registered Investment Advisor get paid?
Strategic Wealth Group Registered Investment Advisor is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Strategic Wealth Group Registered Investment Advisor?
Strategic Wealth Group Registered Investment Advisor’s main office is at 7820 Terrey Pine CT, #200, Eden Prairie, MN 55347. Its phone number is 952-843-4944.