SourcingSourcing

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

C25
CRD 284430·SEC 801-108208·EDEN PRAIRIE, MN
AUM
$1.54B
$1B+
Est. Revenue
$15.4M
@ 1% on AUM
Est. EBITDA
$4.6M
@ 30% margin
Est. Deal Value
$36.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC
CRD
284430
SEC file #
801-108208
EIN
—
DBA names
Strategic Wealth Group

Economics

AUM
$1.54B
AUM band
$1B+
AUM trajectory
'20'26
$571.0M → $1.54B▲ +169%
Client mix
Individuals Other2,347
Individuals High Net Worth1,177
Pension Profit Sharing Plans17
Corporations9
Charitable Organizations7

Operations

Employees (total)
24
Advisory staff (per ADV)
24
Advisory staff (5-yr trend)
'20'26
20 advisors → 24 advisors▲ +20%
Primary office
EDEN PRAIRIE MN
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
02/14/2026
ADV-W filed at
—
Website
linkedin.com/in/tyler-kuske-b8483a38(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RUNNING WEALTH MANAGEMENT GROUP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
RUNNING WEALTH MANAGEMENT GROUP
MULWEE, GEORGE, WILLIAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4899
Soi Zip Pct 200k Plus
0.2586
Soi Zip Returns 200k Plus
3,980
Soi Zip Total AGI
2,816,378
Fdic Zip Total Deposits
31,653,000
Fdic Zip Branch Count
3
Fdic Zip Top Banks
Hometown Bank
HomeTown Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
21
Bc Firm Active IA Count
24
Bc Firm IAR Count
24
Custodian Candidates
Full
Lpl Financial9
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
HomeTown BankEden Prairie, MN
HomeTown BankEden Prairie, MN
Fdic Zip HHI
5439.93
Fdic Zip Top Bank Share Pct
64.83
Fdic Zip Year
2020
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,209
Returns3,010
Stub 2
AGI69,505
Returns1,840
Stub 3
AGI102,770
Returns1,660
Soi Zip Total Business Income
72,471
Soi Zip Total Cap Gains
173,379
Soi Zip Total Dividends
100,364
Soi Zip Total Returns
15,390
Trust Company Affiliate
No

People (24)

24
MULWEE, GEORGE, WILLIAM
IAR · Executive Officer · 2.5%
4144139
TYLER DAVID HIRTH
IAR
5392371
Jack David Garrison
IAR
7390197
NATHAN ALLEN RICHTER
IAR
3103598
MATTHEW A. PETERSON
IAR
4512473
JONATHAN DAVID RIENSTRA
IAR
2987671
Tyler James Kuske
IAR
6311899
CHAD MITCHELL LEA
IAR
2707097
NATHANIEL HVID RUNNING
IAR
3100767
PAUL STEPHAN BURMEISTER
IAR
4720690
MARK IAN MAGNUSON
IAR
1131519
MATTHEW JOHN MERRICK
IAR
6340477
Benjamin John Prchal
IAR
7364735
BENJAMIN DANIEL OLLILA
IAR
5375626
DANIEL LEE SIGURDSON
IAR
1827813
AMANDA SUZANNE BERRY
IAR
5050548
JOHN WILLIAM LINDBERG
IAR
5304163
JON THOMAS KATTKE
IAR
5407363
CHRISTOPHER JAMES HAMILTON
IAR
5296627
NICHOLAS WILLIAM DAVIDSON
IAR
5905427
MICHAEL GEORGE TRUDEAU
IAR
5500419
Jared Dean Lea
IAR
6656663
CHARLES ROBERT HUTCHINSON
IAR
7447658
ROBERT TROY LANDGRAF
IAR
5392117