{"url":"https://nivawealth.com/firms/strategic-wealth-group-registered-investment-advisor-284430","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/284430","regulatoryAum":1537238398,"crd":"284430","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5050548","suffix":null,"lastName":"BERRY","firstName":"AMANDA","middleName":"SUZANNE"},{"crd":"4720690","suffix":null,"lastName":"BURMEISTER","firstName":"PAUL","middleName":"STEPHAN"},{"crd":"5905427","suffix":null,"lastName":"DAVIDSON","firstName":"NICHOLAS","middleName":"WILLIAM"},{"crd":"7390197","suffix":null,"lastName":"Garrison","firstName":"Jack","middleName":"David"},{"crd":"5296627","suffix":null,"lastName":"HAMILTON","firstName":"CHRISTOPHER","middleName":"JAMES"},{"crd":"5392371","suffix":null,"lastName":"HIRTH","firstName":"TYLER","middleName":"DAVID"},{"crd":"7447658","suffix":"IV","lastName":"HUTCHINSON","firstName":"CHARLES","middleName":"ROBERT"},{"crd":"6311899","suffix":null,"lastName":"Kuske","firstName":"Tyler","middleName":"James"},{"crd":"5392117","suffix":null,"lastName":"LANDGRAF","firstName":"ROBERT","middleName":"TROY"},{"crd":"2707097","suffix":null,"lastName":"LEA","firstName":"CHAD","middleName":"MITCHELL"},{"crd":"6656663","suffix":null,"lastName":"Lea","firstName":"Jared","middleName":"Dean"},{"crd":"5304163","suffix":null,"lastName":"LINDBERG","firstName":"JOHN","middleName":"WILLIAM"},{"crd":"1131519","suffix":null,"lastName":"MAGNUSON","firstName":"MARK","middleName":"IAN"},{"crd":"6340477","suffix":null,"lastName":"MERRICK","firstName":"MATTHEW","middleName":"JOHN"},{"crd":"4144139","suffix":"JR.","lastName":"MULWEE","firstName":"GEORGE","middleName":"WILLIAM"},{"crd":"5375626","suffix":null,"lastName":"OLLILA","firstName":"BENJAMIN","middleName":"DANIEL"},{"crd":"4512473","suffix":null,"lastName":"PETERSON","firstName":"MATTHEW","middleName":"A."},{"crd":"7364735","suffix":null,"lastName":"Prchal","firstName":"Benjamin","middleName":"John"},{"crd":"3103598","suffix":null,"lastName":"RICHTER","firstName":"NATHAN","middleName":"ALLEN"},{"crd":"2987671","suffix":null,"lastName":"RIENSTRA","firstName":"JONATHAN","middleName":"DAVID"},{"crd":"3100767","suffix":null,"lastName":"RUNNING","firstName":"NATHANIEL","middleName":"HVID"},{"crd":"1827813","suffix":null,"lastName":"SIGURDSON","firstName":"DANIEL","middleName":"LEE"},{"crd":"5500419","suffix":null,"lastName":"TRUDEAU","firstName":"MICHAEL","middleName":"GEORGE"}],"total":23,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-09","regulatoryAum":780082043,"clients":1927,"employees":19,"offices":11},{"filedOn":"2022-06-30","regulatoryAum":754575762,"clients":2123,"employees":18,"offices":10},{"filedOn":"2023-08-09","regulatoryAum":651231335,"clients":2225,"employees":21,"offices":10},{"filedOn":"2024-07-18","regulatoryAum":932425171,"clients":2543,"employees":17,"offices":8},{"filedOn":"2025-06-16","regulatoryAum":1029281614,"clients":2815,"employees":23,"offices":8},{"filedOn":"2026-06-11","regulatoryAum":1537238398,"clients":3557,"employees":23,"offices":8}],"secFileNumber":"801-108208","legalName":"Strategic 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Strategic Wealth Group Registered Investment Advisor offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Strategic Wealth Group Registered Investment Advisor use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Strategic Wealth Group Registered Investment Advisor have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Strategic Wealth Group Registered Investment Advisor invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Strategic Wealth Group Registered Investment Advisor?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Strategic Wealth Group Registered Investment Advisor get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Strategic Wealth Group Registered Investment Advisor?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 11 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}