SourcingSourcing

STRATEGIC WEALTH MANAGEMENT, LLC

C46
CRD 171908·SEC 801-112757·BEDFORD, TX
AUM
$157.8M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$473K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STRATEGIC WEALTH MANAGEMENT, LLC
CRD
171908
SEC file #
801-112757
EIN
—
DBA names
—

Economics

AUM
$157.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$94.5M → $157.8M▲ +67%
Client mix
Individuals Other110
Individuals High Net Worth64
Corporations2

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
BEDFORD TX
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
linkedin.com/in/matt-condit-cfp%c2%ae-84ab6422(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CONDIT, MATTHEW, M
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CONDIT, MATTHEW, M
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:strategic.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
6
Form 5500 Total Compensation
191,371
Form 5500 Compensation Trajectory 3y
2025142,529
202648,842
Form 5500 Plan Count Trajectory 3y
20255
20261
Schedule C Total Compensation
191,371
Schedule C Service Provider Rows
6

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2818
Soi Zip Pct 200k Plus
0.0707
Soi Zip Returns 200k Plus
1,250
Soi Zip Total AGI
1,515,514
Fdic Zip Total Deposits
23,311,813,000
Fdic Zip Branch Count
363
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial4
E*trade4
Fdic Zip Branches Raw
Bedford National BankBedford, TX
First Interstate Bank of Texas, National AssociationBedford, TX
Fdic Zip HHI
1320.95
Fdic Zip Top Bank Share Pct
23.82
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI49,945
Returns3,820
Stub 2
AGI149,892
Returns4,030
Stub 3
AGI181,183
Returns2,950
Soi Zip Total Business Income
27,381
Soi Zip Total Cap Gains
61,147
Soi Zip Total Dividends
24,425
Soi Zip Total Returns
17,670
Top Owner CRD
5813558
Trust Company Affiliate
No

People (2)

2
CONDIT, MATTHEW, M
IAR · Direct Owner · 87.5%
5813558
MICHAEL THOMAS HORNUNG
IAR
6088812